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Disclosery

Corient Private Wealth LP: DFLV position timeline

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

Corient Private Wealth LP held 3,318,287 DFLV 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 3,318,287 shares
    Change vs previous 13F -3,451,734 shares

    0.18% of the 13F portfolio, value $131,205,070.

    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 6,770,021 shares
    Change vs previous 13F +506,513 shares

    0.35% of the 13F portfolio, value $241,610,295.

    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 6,263,508 shares
    Change vs previous 13F +1,106,051 shares

    0.29% of the 13F portfolio, value $214,274,661.

    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 5,157,457 shares
    Change vs previous 13F -461,399 shares

    0.27% of the 13F portfolio, value $169,680,341.

    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 5,618,856 shares
    Change vs previous 13F +252,164 shares

    0.23% of the 13F portfolio, value $174,296,894.

    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 5,366,692 shares
    Change vs previous 13F +594,584 shares

    0.27% of the 13F portfolio, value $164,064,142.

    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 4,772,108 shares
    Change vs previous 13F +454,810 shares

    0.24% of the 13F portfolio, value $143,290,718.

    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 4,317,298 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $133,015,944.

    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).