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Disclosery

Corient Private Wealth LP: APP position timeline

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

Corient Private Wealth LP held 27,518 APP 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 27,518 shares
    Change vs previous 13F -110,400 shares

    0.02% of the 13F portfolio, value $14,179,201.

    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 137,918 shares
    Change vs previous 13F -6,661 shares

    0.08% of the 13F portfolio, value $54,704,739.

    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 144,579 shares
    Change vs previous 13F +14,271 shares

    0.13% of the 13F portfolio, value $97,440,121.

    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 130,308 shares
    Change vs previous 13F +111,278 shares

    0.15% of the 13F portfolio, value $93,631,115.

    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 19,030 shares
    Change vs previous 13F +5,825 shares

    0.01% of the 13F portfolio, value $6,662,025.

    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 13,205 shares
    Change vs previous 13F -6,351 shares

    0.01% of the 13F portfolio, value $3,498,931.

    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 19,556 shares
    Change vs previous 13F +2,592 shares

    0.01% of the 13F portfolio, value $5,986,324.

    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 16,964 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,214,675.

    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).