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Disclosery

Corient Private Wealth LP: DFSU position timeline

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

Corient Private Wealth LP held 206,975 DFSU 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 206,975 shares
    Change vs previous 13F -6,799 shares

    0.01% of the 13F portfolio, value $9,651,233.

    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 213,774 shares
    Change vs previous 13F +45,049 shares

    0.01% of the 13F portfolio, value $7,294,805.

    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 168,725 shares
    Change vs previous 13F +11,516 shares

    0.01% of the 13F portfolio, value $7,327,832.

    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 157,209 shares
    Change vs previous 13F +6,152 shares

    0.01% of the 13F portfolio, value $6,677,088.

    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 151,057 shares
    Change vs previous 13F -40,954 shares

    0.01% of the 13F portfolio, value $5,928,974.

    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 192,011 shares
    Change vs previous 13F -463 shares

    0.01% of the 13F portfolio, value $6,875,917.

    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 192,474 shares
    Change vs previous 13F -10,185 shares

    0.01% of the 13F portfolio, value $7,294,781.

    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 202,659 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,534,870.

    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).