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Disclosery

Corient Private Wealth LP: ADUS position timeline

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

Corient Private Wealth LP held 5,359 ADUS 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 5,359 shares
    Change vs previous 13F -938 shares

    <0.01% of the 13F portfolio, value $538,419.

    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 6,297 shares
    Change vs previous 13F -908 shares

    <0.01% of the 13F portfolio, value $589,714.

    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 7,205 shares
    Change vs previous 13F -507 shares

    <0.01% of the 13F portfolio, value $773,745.

    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 7,712 shares
    Change vs previous 13F -1,715 shares

    <0.01% of the 13F portfolio, value $909,939.

    13F-HR 0001172661-25-004956 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).

  5. period ended2025-06-30
    13F/A 9,427 shares
    Change vs previous 13F -7,590 shares

    <0.01% of the 13F portfolio, value $1,085,896.

    13F-HR/A 0001172661-25-004142 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).

  6. period ended2025-03-31
    13F 17,017 shares
    Change vs previous 13F -4,929 shares

    <0.01% of the 13F portfolio, value $1,682,811.

    13F-HR 0001172661-25-001832 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).

  7. period ended2024-12-31
    13F 21,946 shares
    Change vs previous 13F -1,707 shares

    <0.01% of the 13F portfolio, value $2,750,931.

    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 23,653 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,146,558.

    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).