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Disclosery

Corient Capital Partners, LLC: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Capital Partners, LLC on WEC, newest first. How the timeline and the estimate are built.

Corient Capital Partners, LLC held 24,747 WEC shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 24,747 shares
    Change vs previous 13F +534 shares

    0.19% of the 13F portfolio, value $2,491,000.

    13F-HR 0001951757-22-000013 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 24,213 shares
    Change vs previous 13F -410 shares

    0.18% of the 13F portfolio, value $2,437,000.

    13F-HR 0001688519-22-000003 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 24,623 shares
    Change vs previous 13F +588 shares

    0.16% of the 13F portfolio, value $2,458,000.

    13F-HR 0001688519-22-000002 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 24,035 shares
    Change vs previous 13F +402 shares

    0.15% of the 13F portfolio, value $2,333,000.

    13F-HR 0001688519-22-000001 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 23,633 shares
    Change vs previous 13F -325 shares

    0.15% of the 13F portfolio, value $2,084,000.

    13F-HR 0001688519-21-000005 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 23,958 shares
    Change vs previous 13F +4,233 shares

    0.16% of the 13F portfolio, value $2,131,000.

    13F-HR 0001688519-21-000004 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 19,725 shares
    Change vs previous 13F -1,974 shares

    0.16% of the 13F portfolio, value $1,846,000.

    13F-HR 0001688519-21-000003 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 21,699 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,997,000.

    13F-HR 0001688519-21-000001 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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