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Disclosery

Corient Private Wealth LP: VGSR position timeline

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

Corient Private Wealth LP held 43,780 VGSR 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 43,780 shares
    Change vs previous 13F -9,420 shares

    <0.01% of the 13F portfolio, value $498,430.

    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 53,200 shares
    Change vs previous 13F +28,256 shares

    <0.01% of the 13F portfolio, value $266,997.

    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 24,944 shares
    Change vs previous 13F +1,641 shares

    <0.01% of the 13F portfolio, value $259,420.

    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 23,303 shares
    Change vs previous 13F +116 shares

    <0.01% of the 13F portfolio, value $248,178.

    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 23,187 shares
    Change vs previous 13F -18,119 shares

    <0.01% of the 13F portfolio, value $242,540.

    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 41,306 shares
    Change vs previous 13F +173 shares

    <0.01% of the 13F portfolio, value $418,849.

    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 41,133 shares
    Change vs previous 13F +172 shares

    <0.01% of the 13F portfolio, value $416,268.

    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 40,961 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $455,076.

    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).