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Disclosery

Corient Private Wealth LP: DFNM position timeline

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

Corient Private Wealth LP held 81,865 DFNM 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 81,865 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $3,956,946.

    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 81,797 shares
    Change vs previous 13F -4,748 shares

    0.01% of the 13F portfolio, value $3,927,125.

    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 86,545 shares
    Change vs previous 13F +28,728 shares

    0.01% of the 13F portfolio, value $4,168,872.

    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 57,817 shares
    Change vs previous 13F -27,536 shares

    <0.01% of the 13F portfolio, value $2,774,060.

    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 85,353 shares
    Change vs previous 13F -24,909 shares

    0.01% of the 13F portfolio, value $4,048,284.

    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 110,262 shares
    Change vs previous 13F -1,698 shares

    0.01% of the 13F portfolio, value $5,245,208.

    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 111,960 shares
    Change vs previous 13F -18,205 shares

    0.01% of the 13F portfolio, value $5,348,364.

    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 130,165 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,318,214.

    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).