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Disclosery

Corient Private Wealth LP: USMV position timeline

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

Corient Private Wealth LP held 40,485 USMV 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 40,485 shares
    Change vs previous 13F -19,059 shares

    0.01% of the 13F portfolio, value $3,905,244.

    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 59,544 shares
    Change vs previous 13F -7,916 shares

    0.01% of the 13F portfolio, value $5,278,749.

    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 67,460 shares
    Change vs previous 13F +5,688 shares

    0.01% of the 13F portfolio, value $6,352,543.

    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 61,772 shares
    Change vs previous 13F +3,668 shares

    0.01% of the 13F portfolio, value $5,877,056.

    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 58,104 shares
    Change vs previous 13F -4,848 shares

    0.01% of the 13F portfolio, value $5,454,242.

    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 62,952 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $5,896,169.

    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 63,027 shares
    Change vs previous 13F -28,180 shares

    0.01% of the 13F portfolio, value $5,596,147.

    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 91,207 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,328,149.

    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).