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Corient Private Wealth LP: DFAI position timeline

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

Corient Private Wealth LP held 3,074,543 DFAI 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 3,074,543 shares
    Change vs previous 13F -144,485 shares

    0.18% of the 13F portfolio, value $126,824,912.

    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 3,219,028 shares
    Change vs previous 13F -102,121 shares

    0.18% of the 13F portfolio, value $125,265,977.

    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 3,321,149 shares
    Change vs previous 13F +2,409,307 shares

    0.17% of the 13F portfolio, value $126,424,084.

    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 911,842 shares
    Change vs previous 13F -2,605,504 shares

    0.05% of the 13F portfolio, value $33,004,121.

    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 3,517,346 shares
    Change vs previous 13F -289,464 shares

    0.16% of the 13F portfolio, value $121,456,489.

    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 3,806,810 shares
    Change vs previous 13F -388,455 shares

    0.19% of the 13F portfolio, value $118,886,706.

    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 4,195,265 shares
    Change vs previous 13F -11,328 shares

    0.2% of the 13F portfolio, value $122,501,746.

    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 4,206,593 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $133,685,510.

    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).