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Disclosery

Corient Private Wealth LP: VTWO position timeline

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

Corient Private Wealth LP held 74,091 VTWO 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 74,091 shares
    Change vs previous 13F -13,443 shares

    0.01% of the 13F portfolio, value $8,996,178.

    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 87,534 shares
    Change vs previous 13F -4,821 shares

    0.01% of the 13F portfolio, value $8,489,637.

    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 92,355 shares
    Change vs previous 13F -4,011 shares

    0.01% of the 13F portfolio, value $9,191,144.

    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 96,366 shares
    Change vs previous 13F +808 shares

    0.01% of the 13F portfolio, value $9,426,524.

    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 95,558 shares
    Change vs previous 13F +13,596 shares

    0.01% of the 13F portfolio, value $8,334,530.

    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 81,962 shares
    Change vs previous 13F +37,499 shares

    0.01% of the 13F portfolio, value $6,610,386.

    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 44,463 shares
    Change vs previous 13F +1,150 shares

    0.01% of the 13F portfolio, value $3,726,856.

    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 43,313 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,870,420.

    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).