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Disclosery

Corient Private Wealth LP: VTRS position timeline

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

Corient Private Wealth LP held 471,938 VTRS 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 471,938 shares
    Change vs previous 13F -86,286 shares

    0.01% of the 13F portfolio, value $7,494,412.

    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 558,224 shares
    Change vs previous 13F +101,939 shares

    0.01% of the 13F portfolio, value $7,526,804.

    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 456,285 shares
    Change vs previous 13F -9,831 shares

    0.01% of the 13F portfolio, value $5,680,579.

    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 466,116 shares
    Change vs previous 13F +40,329 shares

    0.01% of the 13F portfolio, value $4,614,550.

    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 425,787 shares
    Change vs previous 13F -42,637 shares

    0.01% of the 13F portfolio, value $3,802,267.

    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 468,424 shares
    Change vs previous 13F -198,330 shares

    0.01% of the 13F portfolio, value $4,079,986.

    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 666,754 shares
    Change vs previous 13F -15,829 shares

    0.01% of the 13F portfolio, value $8,298,431.

    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 682,583 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,924,764.

    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).