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Disclosery

Corient Private Wealth LP: AWR position timeline

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

Corient Private Wealth LP held 36,575 AWR 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 36,575 shares
    Change vs previous 13F +7,173 shares

    <0.01% of the 13F portfolio, value $3,022,195.

    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 29,402 shares
    Change vs previous 13F +22,348 shares

    <0.01% of the 13F portfolio, value $2,147,836.

    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 7,054 shares
    Change vs previous 13F +60 shares

    <0.01% of the 13F portfolio, value $511,497.

    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 6,994 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $512,801.

    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 7,011 shares
    Change vs previous 13F -732 shares

    <0.01% of the 13F portfolio, value $537,462.

    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 7,743 shares
    Change vs previous 13F -307 shares

    <0.01% of the 13F portfolio, value $609,219.

    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 8,050 shares
    Change vs previous 13F -223 shares

    <0.01% of the 13F portfolio, value $625,646.

    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 8,273 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $689,059.

    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).