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Disclosery

Corient Private Wealth LP: VOO position timeline

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

Corient Private Wealth LP held 2,490,905 VOO 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 2,490,905 shares
    Change vs previous 13F -495,056 shares

    2.37% of the 13F portfolio, value $1,710,779,454.

    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 2,985,961 shares
    Change vs previous 13F +63,401 shares

    2.43% of the 13F portfolio, value $1,696,306,009.

    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 2,922,560 shares
    Change vs previous 13F +454,921 shares

    2.49% of the 13F portfolio, value $1,832,859,821.

    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 2,467,639 shares
    Change vs previous 13F +215,319 shares

    2.38% of the 13F portfolio, value $1,512,741,293.

    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 2,252,320 shares
    Change vs previous 13F -135,878 shares

    7.97% of the 13F portfolio, value $5,982,914,090.

    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 2,388,198 shares
    Change vs previous 13F +1,145,118 shares

    2.01% of the 13F portfolio, value $1,227,321,000.

    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 1,243,080 shares
    Change vs previous 13F -539,290 shares

    1.05% of the 13F portfolio, value $632,041,747.

    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 1,782,370 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $940,415,721.

    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).