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Corient Private Wealth LP: VOT position timeline

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

Corient Private Wealth LP held 78,666 VOT 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 78,666 shares
    Change vs previous 13F -1,619 shares

    0.03% of the 13F portfolio, value $24,095,406.

    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 80,285 shares
    Change vs previous 13F +1,280 shares

    0.03% of the 13F portfolio, value $20,623,211.

    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 79,005 shares
    Change vs previous 13F +1,488 shares

    0.03% of the 13F portfolio, value $22,053,713.

    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 77,517 shares
    Change vs previous 13F +58,647 shares

    0.04% of the 13F portfolio, value $22,773,716.

    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 18,870 shares
    Change vs previous 13F +1,794 shares

    0.01% of the 13F portfolio, value $5,366,486.

    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 17,076 shares
    Change vs previous 13F -1,406 shares

    0.01% of the 13F portfolio, value $4,177,853.

    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 18,482 shares
    Change vs previous 13F -8,859 shares

    0.01% of the 13F portfolio, value $4,477,096.

    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 27,341 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,656,571.

    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).