Skip to content
Disclosery

Corient Private Wealth LP: DRI position timeline

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

Corient Private Wealth LP held 24,951 DRI 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 24,951 shares
    Change vs previous 13F -512 shares

    0.01% of the 13F portfolio, value $5,139,945.

    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: 23,171 shares
    • Corient IA LP: 1,780 shares

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

  2. period ended2026-03-31
    13F 25,463 shares
    Change vs previous 13F +8,625 shares

    0.01% of the 13F portfolio, value $4,979,521.

    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: 23,683 shares
    • Corient IA LP: 1,780 shares

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

  3. period ended2025-12-31
    13F/A 16,838 shares
    Change vs previous 13F -212 shares

    <0.01% of the 13F portfolio, value $3,098,548.

    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: 14,838 shares
    • Corient IA LP: 2,000 shares

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

  4. period ended2025-09-30
    13F 17,050 shares
    Change vs previous 13F +1,417 shares

    0.01% of the 13F portfolio, value $3,245,534.

    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: 15,050 shares
    • Corient IA LP: 2,000 shares

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

  5. period ended2025-06-30
    13F/A 15,633 shares
    Change vs previous 13F +1,136 shares

    <0.01% of the 13F portfolio, value $3,407,567.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 13,633 shares
    • Corient IA LP: 2,000 shares

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

  6. period ended2025-03-31
    13F 14,497 shares
    Change vs previous 13F -1,260 shares

    <0.01% of the 13F portfolio, value $3,012,109.

    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: 12,497 shares
    • Corient IA LP: 2,000 shares

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

  7. period ended2024-12-31
    13F 15,757 shares
    Change vs previous 13F -484 shares

    <0.01% of the 13F portfolio, value $2,941,783.

    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 16,241 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,665,689.

    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).