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Disclosery

Corient Private Wealth LP: VUSB position timeline

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

Corient Private Wealth LP held 106,833 VUSB 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 106,833 shares
    Change vs previous 13F -12,704 shares

    0.01% of the 13F portfolio, value $5,318,144.

    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 119,537 shares
    Change vs previous 13F +4,198 shares

    0.01% of the 13F portfolio, value $5,951,120.

    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 115,339 shares
    Change vs previous 13F -6,969 shares

    0.01% of the 13F portfolio, value $5,748,473.

    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 122,308 shares
    Change vs previous 13F -993 shares

    0.01% of the 13F portfolio, value $6,114,798.

    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 123,301 shares
    Change vs previous 13F -41,059 shares

    0.01% of the 13F portfolio, value $6,148,387.

    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 164,360 shares
    Change vs previous 13F +13,256 shares

    0.01% of the 13F portfolio, value $8,194,217.

    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 151,104 shares
    Change vs previous 13F -65,304 shares

    0.01% of the 13F portfolio, value $7,497,828.

    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 216,408 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,807,403.

    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).