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Disclosery

Corient Private Wealth LP: AA position timeline

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

Corient Private Wealth LP held 44,110 AA 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 44,110 shares
    Change vs previous 13F +33,131 shares

    <0.01% of the 13F portfolio, value $2,299,862.

    13F-HR/A 0001948780-26-000011 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).

  2. period ended2026-03-31
    13F 10,979 shares
    Change vs previous 13F -2,466 shares

    <0.01% of the 13F portfolio, value $720,387.

    13F-HR 0001948780-26-000005 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).

  3. period ended2025-12-31
    13F/A 13,445 shares
    Change vs previous 13F +3,138 shares

    <0.01% of the 13F portfolio, value $714,985.

    13F-HR/A 0001948780-26-000003 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).

  4. period ended2025-09-30
    13F 10,307 shares
    Change vs previous 13F -7,710 shares

    <0.01% of the 13F portfolio, value $339,004.

    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: 10,307 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 18,017 shares
    Change vs previous 13F -2,867 shares

    <0.01% of the 13F portfolio, value $531,692.

    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: 9,455 shares
    • Corient IA LP: 8,562 shares

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

  6. period ended2025-03-31
    13F 20,884 shares
    Change vs previous 13F -718 shares

    <0.01% of the 13F portfolio, value $636,973.

    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: 12,322 shares
    • Corient IA LP: 8,562 shares

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

  7. period ended2024-12-31
    13F 21,602 shares
    Change vs previous 13F +948 shares

    <0.01% of the 13F portfolio, value $816,149.

    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 20,654 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $796,832.

    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).