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Disclosery

Corient Private Wealth LP: A position timeline

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

Corient Private Wealth LP held 242,562 A 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 242,562 shares
    Change vs previous 13F +18,901 shares

    0.04% of the 13F portfolio, value $32,221,887.

    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: 240,532 shares
    • Corient IA LP: 2,030 shares

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

  2. period ended2026-03-31
    13F 223,661 shares
    Change vs previous 13F +34,896 shares

    0.04% of the 13F portfolio, value $25,432,287.

    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: 221,631 shares
    • Corient IA LP: 2,030 shares

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

  3. period ended2025-12-31
    13F/A 188,765 shares
    Change vs previous 13F +3,847 shares

    0.04% of the 13F portfolio, value $25,812,767.

    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: 186,265 shares
    • Corient IA LP: 2,500 shares

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

  4. period ended2025-09-30
    13F 184,918 shares
    Change vs previous 13F -2,690 shares

    0.04% of the 13F portfolio, value $23,734,178.

    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: 184,918 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 187,608 shares
    Change vs previous 13F -6,313 shares

    0.03% of the 13F portfolio, value $22,139,692.

    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: 185,108 shares
    • Corient IA LP: 2,500 shares

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

  6. period ended2025-03-31
    13F 193,921 shares
    Change vs previous 13F -64,691 shares

    0.04% of the 13F portfolio, value $22,685,135.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 191,421 shares
    • Corient IA LP: 2,500 shares

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

  7. period ended2024-12-31
    13F 258,612 shares
    Change vs previous 13F +1,665 shares

    0.06% of the 13F portfolio, value $34,742,259.

    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 256,947 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $38,151,453.

    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).