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Corient Private Wealth LP: DFAE position timeline

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

Corient Private Wealth LP held 1,591,105 DFAE 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 1,591,105 shares
    Change vs previous 13F -55,733 shares

    0.09% of the 13F portfolio, value $63,978,320.

    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 1,646,838 shares
    Change vs previous 13F -39,806 shares

    0.08% of the 13F portfolio, value $55,753,040.

    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 1,686,644 shares
    Change vs previous 13F +1,222,915 shares

    0.07% of the 13F portfolio, value $54,933,995.

    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 463,729 shares
    Change vs previous 13F -1,245,836 shares

    0.02% of the 13F portfolio, value $14,621,378.

    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 1,709,565 shares
    Change vs previous 13F -255,345 shares

    0.07% of the 13F portfolio, value $49,491,888.

    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 1,964,910 shares
    Change vs previous 13F -210,896 shares

    0.08% of the 13F portfolio, value $50,871,560.

    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 2,175,806 shares
    Change vs previous 13F +35,073 shares

    0.09% of the 13F portfolio, value $55,200,190.

    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 2,140,733 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $58,677,498.

    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).