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Disclosery

Corient Private Wealth LP: ALL position timeline

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

Corient Private Wealth LP held 196,602 ALL 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 196,602 shares
    Change vs previous 13F -60,252 shares

    0.06% of the 13F portfolio, value $46,782,725.

    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 256,854 shares
    Change vs previous 13F +6,605 shares

    0.08% of the 13F portfolio, value $53,177,012.

    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 250,249 shares
    Change vs previous 13F +11,119 shares

    0.07% of the 13F portfolio, value $52,092,354.

    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 239,130 shares
    Change vs previous 13F -3,536 shares

    0.08% of the 13F portfolio, value $51,329,509.

    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 242,666 shares
    Change vs previous 13F +4,360 shares

    0.07% of the 13F portfolio, value $48,851,702.

    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 238,306 shares
    Change vs previous 13F -5,071 shares

    0.08% of the 13F portfolio, value $49,189,016.

    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 243,377 shares
    Change vs previous 13F +5,654 shares

    0.08% of the 13F portfolio, value $46,921,048.

    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 237,723 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $45,083,715.

    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).