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Disclosery

Corient Private Wealth LP: EXP position timeline

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

Corient Private Wealth LP held 5,192 EXP 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 5,192 shares
    Change vs previous 13F +3,493 shares

    <0.01% of the 13F portfolio, value $1,168,785.

    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 1,699 shares
    Change vs previous 13F -122 shares

    <0.01% of the 13F portfolio, value $320,073.

    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 1,821 shares
    Change vs previous 13F +485 shares

    <0.01% of the 13F portfolio, value $379,065.

    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 1,336 shares
    Change vs previous 13F +235 shares

    <0.01% of the 13F portfolio, value $311,333.

    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 1,101 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $222,539.

    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 1,170 shares
    Change vs previous 13F -89 shares

    <0.01% of the 13F portfolio, value $259,675.

    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 1,259 shares
    Change vs previous 13F -1,791 shares

    <0.01% of the 13F portfolio, value $310,688.

    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 3,050 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $877,342.

    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).