Ownership history in Corient Private Wealth LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in SUBURBAN PROPANE PARTNERS L (SPH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 14,368 | -14,808 | -50.8% | 0.00% | $268K | $18.02 |
| 2025 Q2 | ADDED | 29,176 | +14,674 | +101.2% | 0.00% | $541K | $17.60 |
| 2025 Q1 | REDUCED | 14,502 | -114 | -0.8% | 0.00% | $305K | $19.64 |
| 2024 Q4 | INITIATED | 14,616 | — | — | 0.00% | $251K | $15.84 |
As of 2025 Q4 — sorted by position size