Skip to content
Disclosery

Corient Private Wealth LP: DFAR position timeline

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

Corient Private Wealth LP held 48,626 DFAR 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 48,626 shares
    Change vs previous 13F -1,446 shares

    <0.01% of the 13F portfolio, value $1,272,049.

    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 50,072 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $1,184,001.

    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 50,050 shares
    Change vs previous 13F +2,246 shares

    <0.01% of the 13F portfolio, value $1,146,217.

    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 47,804 shares
    Change vs previous 13F -6,720 shares

    <0.01% of the 13F portfolio, value $1,140,124.

    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 54,524 shares
    Change vs previous 13F -31,597 shares

    <0.01% of the 13F portfolio, value $1,279,131.

    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 86,121 shares
    Change vs previous 13F -5,468 shares

    <0.01% of the 13F portfolio, value $2,047,095.

    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 91,589 shares
    Change vs previous 13F +4,257 shares

    <0.01% of the 13F portfolio, value $2,131,279.

    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 87,332 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,239,195.

    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).