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Disclosery

Corient Private Wealth LP: FFIN position timeline

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

Corient Private Wealth LP held 36,627 FFIN 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 36,627 shares
    Change vs previous 13F +229 shares

    <0.01% of the 13F portfolio, value $1,268,120.

    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 36,398 shares
    Change vs previous 13F -501 shares

    <0.01% of the 13F portfolio, value $1,071,905.

    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 36,899 shares
    Change vs previous 13F -13,634 shares

    <0.01% of the 13F portfolio, value $1,102,218.

    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 50,533 shares
    Change vs previous 13F +372 shares

    <0.01% of the 13F portfolio, value $1,700,465.

    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 50,161 shares
    Change vs previous 13F +7,828 shares

    <0.01% of the 13F portfolio, value $1,804,821.

    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 42,333 shares
    Change vs previous 13F +8,349 shares

    <0.01% of the 13F portfolio, value $1,520,627.

    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 33,984 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $1,225,147.

    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 33,960 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,256,841.

    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).