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Corient Private Wealth LP: DFCF position timeline

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

Corient Private Wealth LP held 260,046 DFCF 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 260,046 shares
    Change vs previous 13F +24,452 shares

    0.02% of the 13F portfolio, value $10,976,546.

    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 235,594 shares
    Change vs previous 13F -2,741 shares

    0.01% of the 13F portfolio, value $9,946,748.

    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 238,335 shares
    Change vs previous 13F +30,858 shares

    0.01% of the 13F portfolio, value $10,143,526.

    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 207,477 shares
    Change vs previous 13F -32,240 shares

    0.01% of the 13F portfolio, value $8,871,698.

    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 239,717 shares
    Change vs previous 13F -221,176 shares

    0.01% of the 13F portfolio, value $10,130,451.

    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 460,893 shares
    Change vs previous 13F +4,718 shares

    0.03% of the 13F portfolio, value $19,385,196.

    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 456,175 shares
    Change vs previous 13F +20,424 shares

    0.03% of the 13F portfolio, value $18,826,344.

    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 435,751 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $18,820,102.

    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).