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Disclosery

Corient Private Wealth LP: USAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on USAC, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 226,316 USAC shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 226,316 shares
    Change vs previous 13F +14,931 shares

    0.01% of the 13F portfolio, value $5,972,492.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 211,385 shares
    Change vs previous 13F -2,485 shares

    0.01% of the 13F portfolio, value $5,732,754.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 213,870 shares
    Change vs previous 13F -235 shares

    0.01% of the 13F portfolio, value $4,919,014.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 214,105 shares
    Change vs previous 13F +7,655 shares

    0.01% of the 13F portfolio, value $5,138,513.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 206,450 shares
    Change vs previous 13F +28,280 shares

    0.01% of the 13F portfolio, value $5,018,808.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 178,170 shares
    Change vs previous 13F +12,283 shares

    0.01% of the 13F portfolio, value $4,807,044.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 165,887 shares
    Change vs previous 13F +37,232 shares

    0.01% of the 13F portfolio, value $3,908,316.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 128,655 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,948,764.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).