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Disclosery

Corient Private Wealth LP: USIG position timeline

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

Corient Private Wealth LP held 7,866 USIG 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 7,866 shares
    Change vs previous 13F -427 shares

    <0.01% of the 13F portfolio, value $403,447.

    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 8,293 shares
    Change vs previous 13F -8,111 shares

    <0.01% of the 13F portfolio, value $419,836.

    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 16,404 shares
    Change vs previous 13F +5,342 shares

    <0.01% of the 13F portfolio, value $849,317.

    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 11,062 shares
    Change vs previous 13F +3,275 shares

    <0.01% of the 13F portfolio, value $577,658.

    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 7,787 shares
    Change vs previous 13F -2,205 shares

    <0.01% of the 13F portfolio, value $400,564.

    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 9,992 shares
    Change vs previous 13F +3,642 shares

    <0.01% of the 13F portfolio, value $510,386.

    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 6,350 shares
    Change vs previous 13F -38 shares

    <0.01% of the 13F portfolio, value $319,279.

    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 6,388 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $335,882.

    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).