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Disclosery

Corient Private Wealth LP: VPU position timeline

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

Corient Private Wealth LP held 84,125 VPU 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 84,125 shares
    Change vs previous 13F -17,673 shares

    0.02% of the 13F portfolio, value $16,465,557.

    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 101,798 shares
    Change vs previous 13F -3,487 shares

    0.03% of the 13F portfolio, value $20,113,645.

    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 105,285 shares
    Change vs previous 13F +84,990 shares

    0.03% of the 13F portfolio, value $19,481,745.

    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 20,295 shares
    Change vs previous 13F -93,538 shares

    0.01% of the 13F portfolio, value $3,844,281.

    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 113,833 shares
    Change vs previous 13F -5,868 shares

    0.03% of the 13F portfolio, value $20,092,877.

    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 119,701 shares
    Change vs previous 13F +4,641 shares

    0.03% of the 13F portfolio, value $20,446,319.

    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 115,060 shares
    Change vs previous 13F -4,618 shares

    0.03% of the 13F portfolio, value $18,803,325.

    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 119,678 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $20,829,958.

    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).