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Disclosery

Corient Private Wealth LP: V position timeline

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

Corient Private Wealth LP held 1,629,145 V 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 1,629,145 shares
    Change vs previous 13F -45,398 shares

    0.77% of the 13F portfolio, value $558,944,718.

    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 1,674,543 shares
    Change vs previous 13F -298,183 shares

    0.73% of the 13F portfolio, value $511,763,239.

    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 1,972,726 shares
    Change vs previous 13F +186,566 shares

    0.94% of the 13F portfolio, value $692,778,973.

    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 1,786,160 shares
    Change vs previous 13F -209,816 shares

    0.95% of the 13F portfolio, value $603,979,748.

    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 1,995,976 shares
    Change vs previous 13F +115,578 shares

    0.94% of the 13F portfolio, value $708,671,982.

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

    • Corient Private Wealth LP: 1,995,976 shares
    • Corient IA LP: 0 shares

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

  6. period ended2025-03-31
    13F 1,880,398 shares
    Change vs previous 13F -237,585 shares

    1.07% of the 13F portfolio, value $659,005,855.

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

    • Corient Private Wealth LP: 1,879,648 shares
    • Corient IA LP: 750 shares

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

  7. period ended2024-12-31
    13F 2,117,983 shares
    Change vs previous 13F -78,400 shares

    1.11% of the 13F portfolio, value $667,779,849.

    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 2,196,383 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $603,895,838.

    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).