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Disclosery

Corient Private Wealth LP: DFAU position timeline

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

Corient Private Wealth LP held 897,078 DFAU 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 897,078 shares
    Change vs previous 13F -13,799 shares

    0.06% of the 13F portfolio, value $46,369,924.

    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 910,877 shares
    Change vs previous 13F +10,015 shares

    0.06% of the 13F portfolio, value $41,130,113.

    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 900,862 shares
    Change vs previous 13F -16,756 shares

    0.06% of the 13F portfolio, value $42,160,346.

    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 917,618 shares
    Change vs previous 13F -25,409 shares

    0.07% of the 13F portfolio, value $41,990,198.

    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 943,027 shares
    Change vs previous 13F -136,663 shares

    0.05% of the 13F portfolio, value $39,946,631.

    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 1,079,690 shares
    Change vs previous 13F -235,478 shares

    0.07% of the 13F portfolio, value $41,503,339.

    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 1,315,168 shares
    Change vs previous 13F -33,163 shares

    0.09% of the 13F portfolio, value $53,251,230.

    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 1,348,331 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $53,515,269.

    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).