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Disclosery

Corient Private Wealth LP: APD position timeline

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

Corient Private Wealth LP held 239,508 APD 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 239,508 shares
    Change vs previous 13F -6,549 shares

    0.1% of the 13F portfolio, value $70,218,854.

    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 246,057 shares
    Change vs previous 13F -9,407 shares

    0.1% of the 13F portfolio, value $71,086,452.

    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 255,464 shares
    Change vs previous 13F -34,154 shares

    0.09% of the 13F portfolio, value $63,113,517.

    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 289,618 shares
    Change vs previous 13F -22,106 shares

    0.12% of the 13F portfolio, value $78,985,045.

    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 311,724 shares
    Change vs previous 13F -25,011 shares

    0.12% of the 13F portfolio, value $87,924,651.

    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 336,735 shares
    Change vs previous 13F -72,738 shares

    0.16% of the 13F portfolio, value $99,311,289.

    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 409,473 shares
    Change vs previous 13F -7,196 shares

    0.2% of the 13F portfolio, value $118,250,828.

    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 416,669 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $124,058,938.

    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).