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Disclosery

Corient Private Wealth LP: COR position timeline

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

Corient Private Wealth LP held 37,601 COR 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 37,601 shares
    Change vs previous 13F +19,068 shares

    0.01% of the 13F portfolio, value $10,640,347.

    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 18,533 shares
    Change vs previous 13F -27,285 shares

    0.01% of the 13F portfolio, value $5,821,957.

    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 45,818 shares
    Change vs previous 13F +2,598 shares

    0.02% of the 13F portfolio, value $15,481,005.

    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 43,220 shares
    Change vs previous 13F +4,437 shares

    0.02% of the 13F portfolio, value $13,507,552.

    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 38,783 shares
    Change vs previous 13F +21 shares

    0.02% of the 13F portfolio, value $11,629,206.

    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 38,762 shares
    Change vs previous 13F -2,755 shares

    0.02% of the 13F portfolio, value $10,779,493.

    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 41,517 shares
    Change vs previous 13F +1,378 shares

    0.02% of the 13F portfolio, value $9,328,117.

    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 40,139 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,034,533.

    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).