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Disclosery

Corient Private Wealth LP: DTM position timeline

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

Corient Private Wealth LP held 14,182 DTM 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 14,182 shares
    Change vs previous 13F -5,693 shares

    <0.01% of the 13F portfolio, value $2,081,618.

    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 19,875 shares
    Change vs previous 13F +1,213 shares

    <0.01% of the 13F portfolio, value $2,481,009.

    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 18,662 shares
    Change vs previous 13F -839 shares

    <0.01% of the 13F portfolio, value $2,237,578.

    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 19,501 shares
    Change vs previous 13F -1,431 shares

    <0.01% of the 13F portfolio, value $2,205,391.

    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 20,932 shares
    Change vs previous 13F -455 shares

    <0.01% of the 13F portfolio, value $2,301,250.

    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 21,387 shares
    Change vs previous 13F -1,200 shares

    <0.01% of the 13F portfolio, value $2,064,101.

    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 22,587 shares
    Change vs previous 13F +1,738 shares

    <0.01% of the 13F portfolio, value $2,246,431.

    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 20,849 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,640,008.

    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).