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Disclosery

Corient Private Wealth LP: VFH position timeline

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

Corient Private Wealth LP held 192,960 VFH 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 192,960 shares
    Change vs previous 13F -14,340 shares

    0.04% of the 13F portfolio, value $25,393,487.

    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 207,300 shares
    Change vs previous 13F -1,369 shares

    0.03% of the 13F portfolio, value $24,254,116.

    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 208,669 shares
    Change vs previous 13F +63,318 shares

    0.04% of the 13F portfolio, value $27,855,149.

    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 145,351 shares
    Change vs previous 13F -734,838 shares

    0.03% of the 13F portfolio, value $19,075,919.

    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 880,189 shares
    Change vs previous 13F +755,665 shares

    0.15% of the 13F portfolio, value $111,992,190.

    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 124,524 shares
    Change vs previous 13F -9,741 shares

    0.02% of the 13F portfolio, value $14,877,128.

    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 134,265 shares
    Change vs previous 13F -3,458 shares

    0.02% of the 13F portfolio, value $14,723,188.

    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 137,723 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $15,137,618.

    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).