Skip to content
Disclosery

Corient Private Wealth LP: DFUV position timeline

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

Corient Private Wealth LP held 3,801,714 DFUV 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 3,801,714 shares
    Change vs previous 13F -5,934,329 shares

    0.29% of the 13F portfolio, value $209,132,275.

    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 9,736,043 shares
    Change vs previous 13F -215,216 shares

    0.68% of the 13F portfolio, value $471,803,871.

    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 9,951,259 shares
    Change vs previous 13F +3,365,477 shares

    0.63% of the 13F portfolio, value $463,629,180.

    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 6,585,782 shares
    Change vs previous 13F -1,668,891 shares

    0.46% of the 13F portfolio, value $293,846,632.

    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 8,254,673 shares
    Change vs previous 13F -2,275,673 shares

    0.46% of the 13F portfolio, value $349,007,599.

    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 10,530,346 shares
    Change vs previous 13F -214,591 shares

    0.71% of the 13F portfolio, value $433,955,643.

    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 10,744,937 shares
    Change vs previous 13F -136,779 shares

    0.73% of the 13F portfolio, value $439,682,841.

    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 10,881,716 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $453,658,733.

    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).