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Disclosery

Corient Private Wealth LP: B position timeline

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

Corient Private Wealth LP held 70,718 B 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 70,718 shares
    Change vs previous 13F -18,197 shares

    <0.01% of the 13F portfolio, value $2,597,565.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 59,828 shares
    • Corient IA LP: 10,890 shares

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

  2. period ended2026-03-31
    13F 88,915 shares
    Change vs previous 13F +7,215 shares

    <0.01% of the 13F portfolio, value $3,134,202.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 74,155 shares
    • Corient IA LP: 14,760 shares

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

  3. period ended2025-12-31
    13F/A 81,700 shares
    Change vs previous 13F +11,989 shares

    <0.01% of the 13F portfolio, value $3,558,558.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 65,840 shares
    • Corient IA LP: 15,860 shares

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

  4. period ended2025-09-30
    13F 69,711 shares
    Change vs previous 13F +22,466 shares

    <0.01% of the 13F portfolio, value $2,284,607.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 49,811 shares
    • Corient IA LP: 19,900 shares

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

  5. period ended2025-06-30
    13F/A 47,245 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $983,642.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 27,245 shares
    • Corient IA LP: 20,000 shares

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