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Disclosery

Corient Private Wealth LP: FDLO position timeline

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

Corient Private Wealth LP held 186,302 FDLO 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 186,302 shares
    Change vs previous 13F +175,761 shares

    0.02% of the 13F portfolio, value $12,730,997.

    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 10,541 shares
    Change vs previous 13F -203,017 shares

    <0.01% of the 13F portfolio, value $680,861.

    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 213,558 shares
    Change vs previous 13F -10,819 shares

    0.02% of the 13F portfolio, value $14,354,877.

    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 224,377 shares
    Change vs previous 13F -11,832 shares

    0.02% of the 13F portfolio, value $14,779,758.

    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 236,209 shares
    Change vs previous 13F +682 shares

    0.02% of the 13F portfolio, value $14,833,913.

    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 235,527 shares
    Change vs previous 13F -30,517 shares

    0.02% of the 13F portfolio, value $14,277,638.

    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 266,044 shares
    Change vs previous 13F -13,085 shares

    0.03% of the 13F portfolio, value $15,775,252.

    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 279,129 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $17,124,571.

    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).