Skip to content
Disclosery

Corient Private Wealth LP: FISV position timeline

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

Corient Private Wealth LP held 131,997 FISV 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 131,997 shares
    Change vs previous 13F -55,345 shares

    0.01% of the 13F portfolio, value $6,474,435.

    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 187,342 shares
    Change vs previous 13F -23,383 shares

    0.01% of the 13F portfolio, value $10,428,614.

    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 210,725 shares
    Change vs previous 13F -383,992 shares

    0.02% of the 13F portfolio, value $14,157,057.

    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 594,717 shares
    Change vs previous 13F +3,992 shares

    0.12% of the 13F portfolio, value $76,676,998.

    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 590,725 shares
    Change vs previous 13F -32,170 shares

    0.14% of the 13F portfolio, value $101,846,934.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 590,725 shares
    • Corient IA LP: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 622,895 shares
    Change vs previous 13F +148,682 shares

    0.22% of the 13F portfolio, value $137,554,270.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 620,895 shares
    • Corient IA LP: 2,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 474,213 shares
    Change vs previous 13F +20,535 shares

    0.16% of the 13F portfolio, value $97,413,006.

    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 453,678 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $81,503,291.

    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).