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Disclosery

Corient Private Wealth LP: DE position timeline

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

Corient Private Wealth LP held 580,592 DE 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 580,592 shares
    Change vs previous 13F -67,984 shares

    0.51% of the 13F portfolio, value $368,319,892.

    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: 579,782 shares
    • Corient IA LP: 810 shares

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

  2. period ended2026-03-31
    13F 648,576 shares
    Change vs previous 13F +15,419 shares

    0.5% of the 13F portfolio, value $352,877,614.

    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: 647,766 shares
    • Corient IA LP: 810 shares

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

  3. period ended2025-12-31
    13F/A 633,157 shares
    Change vs previous 13F +273,842 shares

    0.4% of the 13F portfolio, value $294,816,683.

    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: 632,157 shares
    • Corient IA LP: 1,000 shares

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

  4. period ended2025-09-30
    13F 359,315 shares
    Change vs previous 13F -57,121 shares

    0.26% of the 13F portfolio, value $164,041,840.

    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: 358,315 shares
    • Corient IA LP: 1,000 shares

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

  5. period ended2025-06-30
    13F/A 416,436 shares
    Change vs previous 13F +67,661 shares

    0.28% of the 13F portfolio, value $211,758,599.

    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: 415,436 shares
    • Corient IA LP: 1,000 shares

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

  6. period ended2025-03-31
    13F 348,775 shares
    Change vs previous 13F -33,371 shares

    0.27% of the 13F portfolio, value $163,700,219.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 347,525 shares
    • Corient IA LP: 1,250 shares

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

  7. period ended2024-12-31
    13F 382,146 shares
    Change vs previous 13F +4,214 shares

    0.27% of the 13F portfolio, value $161,917,268.

    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 377,932 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $157,722,685.

    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).