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Disclosery

Corient Private Wealth LP: DFSI position timeline

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

Corient Private Wealth LP held 117,845 DFSI 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 117,845 shares
    Change vs previous 13F -9,183 shares

    0.01% of the 13F portfolio, value $5,314,826.

    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 127,028 shares
    Change vs previous 13F +34,871 shares

    0.01% of the 13F portfolio, value $4,226,081.

    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 92,157 shares
    Change vs previous 13F +3,325 shares

    0.01% of the 13F portfolio, value $3,948,456.

    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 88,832 shares
    Change vs previous 13F +13,892 shares

    0.01% of the 13F portfolio, value $3,637,673.

    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 74,940 shares
    Change vs previous 13F -70,571 shares

    <0.01% of the 13F portfolio, value $2,953,400.

    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 145,511 shares
    Change vs previous 13F +8,735 shares

    0.01% of the 13F portfolio, value $5,076,886.

    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 136,776 shares
    Change vs previous 13F +3,644 shares

    0.01% of the 13F portfolio, value $4,493,101.

    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 133,132 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,757,504.

    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).