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Disclosery

Corient Private Wealth LP: EW position timeline

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

Corient Private Wealth LP held 253,321 EW 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 253,321 shares
    Change vs previous 13F +227,947 shares

    0.03% of the 13F portfolio, value $22,915,374.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 250,101 shares
    • Corient IA LP: 3,220 shares

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

  2. period ended2026-03-31
    13F 25,374 shares
    Change vs previous 13F -78,677 shares

    <0.01% of the 13F portfolio, value $2,031,970.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 22,154 shares
    • Corient IA LP: 3,220 shares

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

  3. period ended2025-12-31
    13F/A 104,051 shares
    Change vs previous 13F +17,144 shares

    0.01% of the 13F portfolio, value $8,888,486.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 100,051 shares
    • Corient IA LP: 4,000 shares

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

  4. period ended2025-09-30
    13F 86,907 shares
    Change vs previous 13F +6,994 shares

    0.01% of the 13F portfolio, value $6,758,744.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 82,907 shares
    • Corient IA LP: 4,000 shares

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

  5. period ended2025-06-30
    13F/A 79,913 shares
    Change vs previous 13F -11,361 shares

    0.01% of the 13F portfolio, value $6,249,997.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 75,913 shares
    • Corient IA LP: 4,000 shares

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

  6. period ended2025-03-31
    13F 91,274 shares
    Change vs previous 13F -2,792 shares

    0.01% of the 13F portfolio, value $6,615,540.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 86,874 shares
    • Corient IA LP: 4,400 shares

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

  7. period ended2024-12-31
    13F 94,066 shares
    Change vs previous 13F -13,886 shares

    0.01% of the 13F portfolio, value $6,963,338.

    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 107,952 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,123,753.

    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).