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Disclosery

Corient Private Wealth LP: DSI position timeline

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

Corient Private Wealth LP held 13,893 DSI 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 13,893 shares
    Change vs previous 13F -47,858 shares

    <0.01% of the 13F portfolio, value $1,978,280.

    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 61,751 shares
    Change vs previous 13F +1,406 shares

    0.01% of the 13F portfolio, value $7,364,314.

    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 60,345 shares
    Change vs previous 13F +680 shares

    0.01% of the 13F portfolio, value $7,774,326.

    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 59,665 shares
    Change vs previous 13F -80 shares

    0.01% of the 13F portfolio, value $7,514,789.

    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 59,745 shares
    Change vs previous 13F -216 shares

    0.01% of the 13F portfolio, value $6,940,008.

    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 59,961 shares
    Change vs previous 13F -778 shares

    0.01% of the 13F portfolio, value $6,140,600.

    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 60,739 shares
    Change vs previous 13F -2,431 shares

    0.01% of the 13F portfolio, value $6,696,423.

    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 63,170 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,872,270.

    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).