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Corient Private Wealth LP: VFQY position timeline

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

Corient Private Wealth LP held 17,134 VFQY 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 17,134 shares
    Change vs previous 13F +4,205 shares

    <0.01% of the 13F portfolio, value $2,917,769.

    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 12,929 shares
    Change vs previous 13F +738 shares

    <0.01% of the 13F portfolio, value $1,929,449.

    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 12,191 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $1,870,146.

    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 12,152 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $1,832,734.

    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 12,119 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $1,741,693.

    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 12,080 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $1,614,589.

    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 12,041 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $1,696,481.

    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 11,997 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,714,106.

    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).