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Disclosery

Corient Private Wealth LP: VMRK position timeline

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

Corient Private Wealth LP held 76,689 VMRK 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 76,689 shares
    Change vs previous 13F -7,924 shares

    0.01% of the 13F portfolio, value $5,209,211.

    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 84,613 shares
    Change vs previous 13F -3,386 shares

    0.01% of the 13F portfolio, value $4,961,734.

    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 87,999 shares
    Change vs previous 13F +4,238 shares

    0.01% of the 13F portfolio, value $5,549,248.

    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 83,761 shares
    Change vs previous 13F -3,463 shares

    0.01% of the 13F portfolio, value $5,421,929.

    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 87,224 shares
    Change vs previous 13F -2,109 shares

    0.01% of the 13F portfolio, value $5,886,991.

    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 89,333 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $6,395,167.

    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 89,342 shares
    Change vs previous 13F -3,437 shares

    0.01% of the 13F portfolio, value $6,411,206.

    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 92,779 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,908,313.

    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).