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Disclosery

Corient Private Wealth LP: DTRUY position timeline

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

Corient Private Wealth LP held 0 DTRUY shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -15,000 shares

    13F-HR 0002058426-26-000002 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 15,000 shares
    Change vs previous 13F -5,000 shares

    0.23% of the 13F portfolio, value $311,100.

    13F-HR 0002058426-25-000005 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 20,000 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $471,540.

    13F-HR 0002058426-25-000004 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 20,000 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $400,980.

    13F-HR 0002058426-25-000002 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

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