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Disclosery

Corient Private Wealth LP: ADX position timeline

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

Corient Private Wealth LP held 25,324 ADX 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 25,324 shares
    Change vs previous 13F -926 shares

    <0.01% of the 13F portfolio, value $647,025.

    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 26,250 shares
    Change vs previous 13F -37,982 shares

    <0.01% of the 13F portfolio, value $574,609.

    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 64,232 shares
    Change vs previous 13F -1,244 shares

    <0.01% of the 13F portfolio, value $1,497,884.

    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 65,476 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $1,460,108.

    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 65,477 shares
    Change vs previous 13F +252 shares

    <0.01% of the 13F portfolio, value $1,421,499.

    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 65,225 shares
    Change vs previous 13F +9,895 shares

    <0.01% of the 13F portfolio, value $1,238,636.

    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 55,330 shares
    Change vs previous 13F +30,763 shares

    <0.01% of the 13F portfolio, value $1,117,680.

    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 24,567 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $529,661.

    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).