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Corient Private Wealth LP: DBEF position timeline

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

Corient Private Wealth LP held 2,948,233 DBEF 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 2,948,233 shares
    Change vs previous 13F -744,870 shares

    0.22% of the 13F portfolio, value $161,061,966.

    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 3,693,103 shares
    Change vs previous 13F -637,801 shares

    0.26% of the 13F portfolio, value $182,244,290.

    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 4,330,904 shares
    Change vs previous 13F -1,053,853 shares

    0.28% of the 13F portfolio, value $208,360,742.

    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 5,384,757 shares
    Change vs previous 13F -470,757 shares

    0.39% of the 13F portfolio, value $249,960,411.

    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 5,855,514 shares
    Change vs previous 13F +236,857 shares

    0.34% of the 13F portfolio, value $256,178,738.

    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 5,618,657 shares
    Change vs previous 13F +5,593,776 shares

    0.4% of the 13F portfolio, value $243,287,907.

    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 24,881 shares
    Change vs previous 13F -3,788 shares

    <0.01% of the 13F portfolio, value $1,030,090.

    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 28,669 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,204,664.

    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).