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Disclosery

Corient Private Wealth LP: DOW position timeline

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

Corient Private Wealth LP held 179,922 DOW 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 179,922 shares
    Change vs previous 13F +17,292 shares

    0.01% of the 13F portfolio, value $4,922,684.

    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 162,630 shares
    Change vs previous 13F -23,160 shares

    0.01% of the 13F portfolio, value $6,726,366.

    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 185,790 shares
    Change vs previous 13F -44,665 shares

    0.01% of the 13F portfolio, value $4,348,502.

    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 230,455 shares
    Change vs previous 13F +58,824 shares

    0.01% of the 13F portfolio, value $5,284,322.

    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 171,631 shares
    Change vs previous 13F -8,410 shares

    0.01% of the 13F portfolio, value $4,544,834.

    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 180,041 shares
    Change vs previous 13F -21,330 shares

    0.01% of the 13F portfolio, value $6,287,098.

    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 201,371 shares
    Change vs previous 13F -43,533 shares

    0.01% of the 13F portfolio, value $8,081,033.

    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 244,904 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $13,379,086.

    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).