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Disclosery

Corient Private Wealth LP: YOU position timeline

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

Corient Private Wealth LP held 46,630 YOU 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 46,630 shares
    Change vs previous 13F +10,493 shares

    <0.01% of the 13F portfolio, value $2,598,693.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 33,390 shares
    • Corient IA LP: 13,240 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,137 shares
    Change vs previous 13F +4,280 shares

    <0.01% of the 13F portfolio, value $1,474,967.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 22,897 shares
    • Corient IA LP: 13,240 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 31,857 shares
    Change vs previous 13F -13,854 shares

    <0.01% of the 13F portfolio, value $1,117,546.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 16,957 shares
    • Corient IA LP: 14,900 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,711 shares
    Change vs previous 13F +9,903 shares

    <0.01% of the 13F portfolio, value $1,525,834.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 30,811 shares
    • Corient IA LP: 14,900 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 35,808 shares
    Change vs previous 13F +20,808 shares

    <0.01% of the 13F portfolio, value $994,031.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 20,808 shares
    • Corient IA LP: 15,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,000 shares
    Change vs previous 13F -26,350 shares

    0.28% of the 13F portfolio, value $388,650.

    13F-HR 0002058426-25-000002 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 0 shares
    • Corient IA LP: 15,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,350 shares
    Change vs previous 13F +380 shares

    <0.01% of the 13F portfolio, value $494,860.

    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 40,970 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,357,747.

    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).