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Disclosery

Corient Private Wealth LP: FIS position timeline

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

Corient Private Wealth LP held 15,114 FIS 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 15,114 shares
    Change vs previous 13F -18,747 shares

    <0.01% of the 13F portfolio, value $587,670.

    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 33,861 shares
    Change vs previous 13F -7,339 shares

    <0.01% of the 13F portfolio, value $1,501,424.

    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 41,200 shares
    Change vs previous 13F -8,330 shares

    <0.01% of the 13F portfolio, value $2,739,166.

    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 49,530 shares
    Change vs previous 13F -9,349 shares

    0.01% of the 13F portfolio, value $3,265,987.

    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 58,879 shares
    Change vs previous 13F +1,586 shares

    0.01% of the 13F portfolio, value $4,793,305.

    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 57,293 shares
    Change vs previous 13F -3,646 shares

    0.01% of the 13F portfolio, value $4,278,669.

    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 60,939 shares
    Change vs previous 13F -1,316 shares

    0.01% of the 13F portfolio, value $4,922,106.

    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 62,255 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,213,887.

    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).