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Disclosery

Corient Private Wealth LP: COIN position timeline

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

Corient Private Wealth LP held 16,521 COIN 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 16,521 shares
    Change vs previous 13F -4,550 shares

    <0.01% of the 13F portfolio, value $2,415,428.

    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 21,071 shares
    Change vs previous 13F +5,593 shares

    <0.01% of the 13F portfolio, value $3,473,549.

    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 15,478 shares
    Change vs previous 13F +835 shares

    <0.01% of the 13F portfolio, value $3,500,006.

    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 14,643 shares
    Change vs previous 13F +1,720 shares

    0.01% of the 13F portfolio, value $4,941,752.

    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 12,923 shares
    Change vs previous 13F +2,980 shares

    0.01% of the 13F portfolio, value $4,529,385.

    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 9,943 shares
    Change vs previous 13F -99 shares

    <0.01% of the 13F portfolio, value $1,712,486.

    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 10,042 shares
    Change vs previous 13F +786 shares

    <0.01% of the 13F portfolio, value $2,493,492.

    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 9,256 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,649,142.

    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).