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Disclosery

Corient Private Wealth LP: F position timeline

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

Corient Private Wealth LP held 472,344 F 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 472,344 shares
    Change vs previous 13F -157,741 shares

    0.01% of the 13F portfolio, value $6,565,572.

    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 630,085 shares
    Change vs previous 13F +3,593 shares

    0.01% of the 13F portfolio, value $7,287,687.

    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 626,492 shares
    Change vs previous 13F +170,824 shares

    0.01% of the 13F portfolio, value $8,219,841.

    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 455,668 shares
    Change vs previous 13F -146,629 shares

    0.01% of the 13F portfolio, value $5,449,798.

    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 602,297 shares
    Change vs previous 13F -9,349 shares

    0.01% of the 13F portfolio, value $6,534,909.

    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 611,646 shares
    Change vs previous 13F +27,242 shares

    0.01% of the 13F portfolio, value $6,134,829.

    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 584,404 shares
    Change vs previous 13F -74,289 shares

    0.01% of the 13F portfolio, value $5,784,191.

    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 658,693 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,955,765.

    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).