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Disclosery

Corient Private Wealth LP: DOCS position timeline

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

Corient Private Wealth LP held 0 DOCS 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 0 shares
    Change vs previous 13F -13,797 shares

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 0 shares
    • Corient IA LP: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 13,797 shares
    Change vs previous 13F +13,797 shares

    <0.01% of the 13F portfolio, value $318,098.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 10,257 shares
    • Corient IA LP: 3,540 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -11,934 shares

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 0 shares
    • Corient IA LP: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 11,934 shares
    Change vs previous 13F +2,687 shares

    <0.01% of the 13F portfolio, value $872,973.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 7,934 shares
    • Corient IA LP: 4,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 9,247 shares
    Change vs previous 13F -6,965 shares

    <0.01% of the 13F portfolio, value $567,212.

    13F-HR 0002058426-25-000004 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 4,247 shares
    • Corient IA LP: 5,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,212 shares
    Change vs previous 13F +7,325 shares

    <0.01% of the 13F portfolio, value $940,784.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 11,212 shares
    • Corient IA LP: 5,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,887 shares
    Change vs previous 13F +334 shares

    <0.01% of the 13F portfolio, value $474,478.

    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 8,553 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $372,654.

    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).