Skip to content
Disclosery

Corient Capital Partners, LLC: WFC position timeline

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

Corient Capital Partners, LLC held 86,188 WFC 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 86,188 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $3,376,000.

    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 86,188 shares
    Change vs previous 13F +7,317 shares

    0.26% of the 13F portfolio, value $3,376,000.

    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 78,871 shares
    Change vs previous 13F +2,931 shares

    0.25% of the 13F portfolio, value $3,822,000.

    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 75,940 shares
    Change vs previous 13F +1,714 shares

    0.24% of the 13F portfolio, value $3,644,000.

    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 74,226 shares
    Change vs previous 13F +6,205 shares

    0.25% of the 13F portfolio, value $3,445,000.

    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 68,021 shares
    Change vs previous 13F +4,517 shares

    0.23% of the 13F portfolio, value $3,081,000.

    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 63,504 shares
    Change vs previous 13F -18,383 shares

    0.21% of the 13F portfolio, value $2,481,000.

    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 81,887 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,471,000.

    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).