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Disclosery

Corient Private Wealth LP: ADI position timeline

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

Corient Private Wealth LP held 445,840 ADI 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 445,840 shares
    Change vs previous 13F +112,715 shares

    0.24% of the 13F portfolio, value $177,074,290.

    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: 444,500 shares
    • Corient IA LP: 1,340 shares

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

  2. period ended2026-03-31
    13F 333,125 shares
    Change vs previous 13F -93,893 shares

    0.15% of the 13F portfolio, value $105,288,103.

    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: 331,785 shares
    • Corient IA LP: 1,340 shares

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

  3. period ended2025-12-31
    13F/A 427,018 shares
    Change vs previous 13F -3,057 shares

    0.16% of the 13F portfolio, value $115,891,711.

    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: 425,518 shares
    • Corient IA LP: 1,500 shares

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

  4. period ended2025-09-30
    13F 430,075 shares
    Change vs previous 13F -22,677 shares

    0.17% of the 13F portfolio, value $105,669,074.

    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: 428,575 shares
    • Corient IA LP: 1,500 shares

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

  5. period ended2025-06-30
    13F/A 452,752 shares
    Change vs previous 13F -318,614 shares

    0.14% of the 13F portfolio, value $107,763,861.

    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: 451,252 shares
    • Corient IA LP: 1,500 shares

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

  6. period ended2025-03-31
    13F 771,366 shares
    Change vs previous 13F -195,164 shares

    0.25% of the 13F portfolio, value $155,561,729.

    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: 769,666 shares
    • Corient IA LP: 1,700 shares

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

  7. period ended2024-12-31
    13F 966,530 shares
    Change vs previous 13F +370,933 shares

    0.34% of the 13F portfolio, value $204,982,375.

    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 595,597 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $137,088,559.

    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).