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Disclosery

Corient Private Wealth LP: ED position timeline

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

Corient Private Wealth LP held 190,497 ED 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 190,497 shares
    Change vs previous 13F -71,761 shares

    0.03% of the 13F portfolio, value $21,074,683.

    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 262,258 shares
    Change vs previous 13F +123,379 shares

    0.04% of the 13F portfolio, value $29,542,652.

    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 138,879 shares
    Change vs previous 13F +5,692 shares

    0.02% of the 13F portfolio, value $13,799,154.

    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 133,187 shares
    Change vs previous 13F -6,043 shares

    0.02% of the 13F portfolio, value $13,387,982.

    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 139,230 shares
    Change vs previous 13F +640 shares

    0.02% of the 13F portfolio, value $13,971,748.

    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 138,590 shares
    Change vs previous 13F +7,077 shares

    0.03% of the 13F portfolio, value $15,326,818.

    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 131,513 shares
    Change vs previous 13F -493 shares

    0.02% of the 13F portfolio, value $11,735,074.

    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 132,006 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $13,745,663.

    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).