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Corient Private Wealth LP: VIS position timeline

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

Corient Private Wealth LP held 29,357 VIS 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 29,357 shares
    Change vs previous 13F -1,485 shares

    0.01% of the 13F portfolio, value $10,579,926.

    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 30,842 shares
    Change vs previous 13F -987 shares

    0.01% of the 13F portfolio, value $8,944,451.

    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 31,829 shares
    Change vs previous 13F +12,526 shares

    0.01% of the 13F portfolio, value $9,497,217.

    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 19,303 shares
    Change vs previous 13F -12,762 shares

    0.01% of the 13F portfolio, value $5,719,478.

    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 32,065 shares
    Change vs previous 13F +192 shares

    0.01% of the 13F portfolio, value $8,980,954.

    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 31,873 shares
    Change vs previous 13F -2,891 shares

    0.01% of the 13F portfolio, value $7,890,480.

    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 34,764 shares
    Change vs previous 13F -2,509 shares

    0.01% of the 13F portfolio, value $8,100,658.

    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 37,273 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,693,132.

    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).