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Disclosery

Corient Private Wealth LP: VBR position timeline

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

Corient Private Wealth LP held 210,635 VBR 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 210,635 shares
    Change vs previous 13F -129,206 shares

    0.07% of the 13F portfolio, value $51,182,579.

    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 339,841 shares
    Change vs previous 13F -11,502 shares

    0.11% of the 13F portfolio, value $73,484,364.

    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 351,343 shares
    Change vs previous 13F +28,728 shares

    0.1% of the 13F portfolio, value $74,414,595.

    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 322,615 shares
    Change vs previous 13F +123,629 shares

    0.11% of the 13F portfolio, value $67,354,508.

    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 198,986 shares
    Change vs previous 13F -21,977 shares

    0.05% of the 13F portfolio, value $38,830,452.

    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 220,963 shares
    Change vs previous 13F +80,050 shares

    0.07% of the 13F portfolio, value $41,163,630.

    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 140,913 shares
    Change vs previous 13F -35,848 shares

    0.05% of the 13F portfolio, value $27,537,458.

    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 176,761 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $35,489,787.

    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).