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Disclosery

Corient Private Wealth LP: ADP position timeline

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

Corient Private Wealth LP held 346,598 ADP 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 346,598 shares
    Change vs previous 13F -63,053 shares

    0.11% of the 13F portfolio, value $77,624,596.

    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: 346,598 shares
    • Corient IA LP: 0 shares

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

  2. period ended2026-03-31
    13F 409,651 shares
    Change vs previous 13F -13,727 shares

    0.12% of the 13F portfolio, value $83,480,745.

    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: 408,761 shares
    • Corient IA LP: 890 shares

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

  3. period ended2025-12-31
    13F/A 423,378 shares
    Change vs previous 13F +22,921 shares

    0.15% of the 13F portfolio, value $108,920,471.

    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: 422,378 shares
    • Corient IA LP: 1,000 shares

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

  4. period ended2025-09-30
    13F 400,457 shares
    Change vs previous 13F -48,603 shares

    0.18% of the 13F portfolio, value $117,061,279.

    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: 399,457 shares
    • Corient IA LP: 1,000 shares

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

  5. period ended2025-06-30
    13F/A 449,060 shares
    Change vs previous 13F -9,548 shares

    0.18% of the 13F portfolio, value $138,492,882.

    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: 448,060 shares
    • Corient IA LP: 1,000 shares

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

  6. period ended2025-03-31
    13F 458,608 shares
    Change vs previous 13F -43,392 shares

    0.23% of the 13F portfolio, value $140,125,885.

    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: 457,608 shares
    • Corient IA LP: 1,000 shares

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

  7. period ended2024-12-31
    13F 502,000 shares
    Change vs previous 13F -6,810 shares

    0.24% of the 13F portfolio, value $146,955,296.

    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 508,810 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $140,802,606.

    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).