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Disclosery

Corient Private Wealth LP: AFRM position timeline

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

Corient Private Wealth LP held 31,063 AFRM 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 31,063 shares
    Change vs previous 13F +15,642 shares

    <0.01% of the 13F portfolio, value $2,533,141.

    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 15,421 shares
    Change vs previous 13F -3,643 shares

    <0.01% of the 13F portfolio, value $600,580.

    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 19,064 shares
    Change vs previous 13F +2,032 shares

    <0.01% of the 13F portfolio, value $1,418,935.

    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 17,032 shares
    Change vs previous 13F +815 shares

    <0.01% of the 13F portfolio, value $1,244,703.

    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 16,217 shares
    Change vs previous 13F +7,816 shares

    <0.01% of the 13F portfolio, value $1,121,245.

    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 8,401 shares
    Change vs previous 13F +463 shares

    <0.01% of the 13F portfolio, value $379,642.

    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 7,938 shares
    Change vs previous 13F -66 shares

    <0.01% of the 13F portfolio, value $483,426.

    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 8,004 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $326,738.

    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).