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Disclosery

Corient Private Wealth LP: VSGX position timeline

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

Corient Private Wealth LP held 50,979 VSGX 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 50,979 shares
    Change vs previous 13F +1,411 shares

    0.01% of the 13F portfolio, value $4,197,582.

    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 49,568 shares
    Change vs previous 13F -1,086 shares

    0.01% of the 13F portfolio, value $3,555,488.

    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 50,654 shares
    Change vs previous 13F +39,635 shares

    <0.01% of the 13F portfolio, value $3,627,989.

    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 11,019 shares
    Change vs previous 13F -29,836 shares

    <0.01% of the 13F portfolio, value $764,363.

    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 40,855 shares
    Change vs previous 13F +172 shares

    <0.01% of the 13F portfolio, value $2,676,009.

    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 40,683 shares
    Change vs previous 13F +1,316 shares

    <0.01% of the 13F portfolio, value $2,399,491.

    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 39,367 shares
    Change vs previous 13F +2,418 shares

    <0.01% of the 13F portfolio, value $2,232,101.

    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 36,949 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,272,743.

    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).