Skip to content
Disclosery

Corient Private Wealth LP: DTE position timeline

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

Corient Private Wealth LP held 40,765 DTE 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 40,765 shares
    Change vs previous 13F -12,411 shares

    0.01% of the 13F portfolio, value $6,217,955.

    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 53,176 shares
    Change vs previous 13F +4,506 shares

    0.01% of the 13F portfolio, value $7,712,876.

    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 48,670 shares
    Change vs previous 13F +790 shares

    0.01% of the 13F portfolio, value $6,282,546.

    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 47,880 shares
    Change vs previous 13F -2,864 shares

    0.01% of the 13F portfolio, value $6,771,814.

    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 50,744 shares
    Change vs previous 13F +95 shares

    0.01% of the 13F portfolio, value $6,721,534.

    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 50,649 shares
    Change vs previous 13F -9,229 shares

    0.01% of the 13F portfolio, value $7,003,486.

    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 59,878 shares
    Change vs previous 13F -653 shares

    0.01% of the 13F portfolio, value $7,230,388.

    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 60,531 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,772,787.

    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).