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Disclosery

Corient Private Wealth LP: FIX position timeline

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

Corient Private Wealth LP held 9,434 FIX 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 9,434 shares
    Change vs previous 13F +3,522 shares

    0.03% of the 13F portfolio, value $18,697,614.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 9,134 shares
    • Corient IA LP: 300 shares

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

  2. period ended2026-03-31
    13F 5,912 shares
    Change vs previous 13F +3,130 shares

    0.01% of the 13F portfolio, value $8,101,984.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 5,612 shares
    • Corient IA LP: 300 shares

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

  3. period ended2025-12-31
    13F/A 2,782 shares
    Change vs previous 13F +1,549 shares

    <0.01% of the 13F portfolio, value $2,596,337.

    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 ended2024-09-30
    13F 1,233 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $481,303.

    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).