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Disclosery

Corient Private Wealth LP: DFSB position timeline

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

Corient Private Wealth LP held 135,845 DFSB 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 135,845 shares
    Change vs previous 13F +10,298 shares

    0.01% of the 13F portfolio, value $7,078,896.

    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 125,547 shares
    Change vs previous 13F +5,127 shares

    0.01% of the 13F portfolio, value $6,496,151.

    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 120,420 shares
    Change vs previous 13F +1,235 shares

    0.01% of the 13F portfolio, value $6,237,736.

    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 119,185 shares
    Change vs previous 13F +14,330 shares

    0.01% of the 13F portfolio, value $6,348,961.

    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 104,855 shares
    Change vs previous 13F -22,617 shares

    0.01% of the 13F portfolio, value $5,497,532.

    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 127,472 shares
    Change vs previous 13F +21,233 shares

    0.01% of the 13F portfolio, value $6,564,821.

    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 106,239 shares
    Change vs previous 13F +2,938 shares

    0.01% of the 13F portfolio, value $5,411,860.

    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 103,301 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,492,494.

    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).