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Disclosery

Corient Private Wealth LP: DT position timeline

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

Corient Private Wealth LP held 373,226 DT 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 373,226 shares
    Change vs previous 13F -55,269 shares

    0.02% of the 13F portfolio, value $16,388,370.

    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 428,495 shares
    Change vs previous 13F +386,449 shares

    0.02% of the 13F portfolio, value $15,783,987.

    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 42,046 shares
    Change vs previous 13F +26,752 shares

    <0.01% of the 13F portfolio, value $1,823,442.

    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 15,294 shares
    Change vs previous 13F +4,582 shares

    <0.01% of the 13F portfolio, value $740,997.

    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 10,712 shares
    Change vs previous 13F +2,878 shares

    <0.01% of the 13F portfolio, value $591,412.

    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 7,834 shares
    Change vs previous 13F +3,085 shares

    <0.01% of the 13F portfolio, value $369,376.

    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 4,749 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,108.

    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).