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Disclosery

Corient Private Wealth LP: ATR position timeline

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

Corient Private Wealth LP held 121,044 ATR 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 121,044 shares
    Change vs previous 13F -55,792 shares

    0.02% of the 13F portfolio, value $15,154,626.

    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 176,836 shares
    Change vs previous 13F +104,572 shares

    0.03% of the 13F portfolio, value $22,283,364.

    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 72,264 shares
    Change vs previous 13F -2,319 shares

    0.01% of the 13F portfolio, value $8,814,310.

    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 74,583 shares
    Change vs previous 13F -4,553 shares

    0.02% of the 13F portfolio, value $9,968,800.

    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 79,136 shares
    Change vs previous 13F -403 shares

    0.02% of the 13F portfolio, value $12,379,322.

    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 79,539 shares
    Change vs previous 13F -2,551 shares

    0.02% of the 13F portfolio, value $11,801,997.

    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 82,090 shares
    Change vs previous 13F -475 shares

    0.02% of the 13F portfolio, value $12,896,409.

    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 82,565 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $13,226,088.

    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).