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Disclosery

Corient Private Wealth LP: DG position timeline

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

Corient Private Wealth LP held 51,212 DG 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 51,212 shares
    Change vs previous 13F +10,603 shares

    0.01% of the 13F portfolio, value $5,895,162.

    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 40,609 shares
    Change vs previous 13F +3,190 shares

    0.01% of the 13F portfolio, value $4,638,592.

    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 37,419 shares
    Change vs previous 13F +9,504 shares

    0.01% of the 13F portfolio, value $4,968,796.

    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 27,915 shares
    Change vs previous 13F +6,199 shares

    <0.01% of the 13F portfolio, value $2,885,088.

    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 21,716 shares
    Change vs previous 13F +5,263 shares

    <0.01% of the 13F portfolio, value $2,483,846.

    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 16,453 shares
    Change vs previous 13F -32,368 shares

    <0.01% of the 13F portfolio, value $1,446,713.

    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 48,821 shares
    Change vs previous 13F +95 shares

    0.01% of the 13F portfolio, value $3,701,767.

    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 48,726 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,120,768.

    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).