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Disclosery

Corient Private Wealth LP: DFIS position timeline

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

Corient Private Wealth LP held 435,382 DFIS 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 435,382 shares
    Change vs previous 13F -2,356,067 shares

    0.02% of the 13F portfolio, value $15,251,450.

    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 2,791,449 shares
    Change vs previous 13F +189,932 shares

    0.13% of the 13F portfolio, value $93,987,768.

    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 2,601,517 shares
    Change vs previous 13F -554,769 shares

    0.12% of the 13F portfolio, value $85,693,977.

    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 3,156,286 shares
    Change vs previous 13F -187,499 shares

    0.16% of the 13F portfolio, value $99,833,316.

    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 3,343,785 shares
    Change vs previous 13F -246,027 shares

    0.13% of the 13F portfolio, value $99,778,556.

    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 3,589,812 shares
    Change vs previous 13F -229,452 shares

    0.15% of the 13F portfolio, value $92,760,760.

    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 3,819,264 shares
    Change vs previous 13F -195,778 shares

    0.16% of the 13F portfolio, value $93,782,061.

    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 4,015,042 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $107,723,580.

    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).