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Disclosery

Corient Private Wealth LP: ASH position timeline

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

Corient Private Wealth LP held 26,824 ASH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 26,824 shares
    Change vs previous 13F +10,891 shares

    <0.01% of the 13F portfolio, value $1,767,426.

    13F-HR 0002058426-26-000005 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 11,824 shares
    • Corient IA LP: 15,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,933 shares
    Change vs previous 13F -2,168 shares

    <0.01% of the 13F portfolio, value $877,097.

    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 18,101 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,061,980.

    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).