Skip to content
Disclosery

Corient Private Wealth LP: DFGR position timeline

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

Corient Private Wealth LP held 199,437 DFGR 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 199,437 shares
    Change vs previous 13F -384,134 shares

    0.01% of the 13F portfolio, value $5,777,696.

    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 583,571 shares
    Change vs previous 13F -99,406 shares

    0.02% of the 13F portfolio, value $15,511,297.

    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 682,977 shares
    Change vs previous 13F +104,596 shares

    0.02% of the 13F portfolio, value $18,044,254.

    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 578,381 shares
    Change vs previous 13F -389,128 shares

    0.02% of the 13F portfolio, value $15,795,591.

    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 967,509 shares
    Change vs previous 13F -322,729 shares

    0.03% of the 13F portfolio, value $25,958,263.

    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 1,290,238 shares
    Change vs previous 13F -496,724 shares

    0.06% of the 13F portfolio, value $33,881,642.

    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 1,786,962 shares
    Change vs previous 13F -260,787 shares

    0.08% of the 13F portfolio, value $45,639,012.

    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 2,047,749 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $59,098,057.

    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).