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Disclosery

Corient Private Wealth LP: VBK position timeline

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

Corient Private Wealth LP held 406,755 VBK 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 406,755 shares
    Change vs previous 13F -624,573 shares

    0.21% of the 13F portfolio, value $148,749,970.

    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 1,031,328 shares
    Change vs previous 13F +6,470 shares

    0.45% of the 13F portfolio, value $311,689,026.

    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 1,024,858 shares
    Change vs previous 13F +130,652 shares

    0.42% of the 13F portfolio, value $309,630,366.

    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 894,206 shares
    Change vs previous 13F +134,893 shares

    0.42% of the 13F portfolio, value $266,135,585.

    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 759,313 shares
    Change vs previous 13F -199,175 shares

    0.28% of the 13F portfolio, value $210,285,941.

    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 958,488 shares
    Change vs previous 13F +7,093 shares

    0.39% of the 13F portfolio, value $241,319,331.

    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 951,395 shares
    Change vs previous 13F +8,713 shares

    0.44% of the 13F portfolio, value $266,448,243.

    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 942,682 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $252,044,493.

    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).