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Disclosery

Corient Private Wealth LP: DIA position timeline

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

Corient Private Wealth LP held 17,215 DIA 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 17,215 shares
    Change vs previous 13F -17,424 shares

    0.01% of the 13F portfolio, value $8,992,060.

    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 34,639 shares
    Change vs previous 13F -2,287 shares

    0.02% of the 13F portfolio, value $15,984,746.

    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 36,926 shares
    Change vs previous 13F +5,729 shares

    0.02% of the 13F portfolio, value $17,749,426.

    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 31,197 shares
    Change vs previous 13F -33,710 shares

    0.02% of the 13F portfolio, value $14,467,366.

    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 64,907 shares
    Change vs previous 13F +1,146 shares

    0.04% of the 13F portfolio, value $28,601,233.

    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 63,761 shares
    Change vs previous 13F +2,734 shares

    0.04% of the 13F portfolio, value $26,772,363.

    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 61,027 shares
    Change vs previous 13F -3,681 shares

    0.04% of the 13F portfolio, value $25,967,124.

    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 64,708 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $27,379,258.

    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).