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Disclosery

Corient Private Wealth LP: VSS position timeline

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

Corient Private Wealth LP held 67,500 VSS 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 67,500 shares
    Change vs previous 13F -206,875 shares

    0.01% of the 13F portfolio, value $10,414,542.

    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 274,375 shares
    Change vs previous 13F -13,276 shares

    0.06% of the 13F portfolio, value $39,975,332.

    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 287,651 shares
    Change vs previous 13F +30,181 shares

    0.06% of the 13F portfolio, value $41,230,516.

    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 257,470 shares
    Change vs previous 13F -8,888 shares

    0.06% of the 13F portfolio, value $36,702,271.

    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 266,358 shares
    Change vs previous 13F +11,420 shares

    0.05% of the 13F portfolio, value $35,795,783.

    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 254,938 shares
    Change vs previous 13F +180,034 shares

    0.05% of the 13F portfolio, value $29,471,128.

    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 74,904 shares
    Change vs previous 13F -9,990 shares

    0.01% of the 13F portfolio, value $8,575,151.

    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 84,894 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,693,166.

    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).