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Disclosery

Corient Private Wealth LP: FIZZ position timeline

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

Corient Private Wealth LP held 57,649 FIZZ 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 57,649 shares
    Change vs previous 13F +24,363 shares

    <0.01% of the 13F portfolio, value $1,798,651.

    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 33,286 shares
    Change vs previous 13F +9,071 shares

    <0.01% of the 13F portfolio, value $1,120,075.

    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 24,215 shares
    Change vs previous 13F -252 shares

    <0.01% of the 13F portfolio, value $772,217.

    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 24,467 shares
    Change vs previous 13F -368 shares

    <0.01% of the 13F portfolio, value $903,323.

    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 24,835 shares
    Change vs previous 13F -578 shares

    <0.01% of the 13F portfolio, value $1,073,866.

    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 25,413 shares
    Change vs previous 13F +105 shares

    <0.01% of the 13F portfolio, value $1,055,656.

    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 25,308 shares
    Change vs previous 13F -106 shares

    <0.01% of the 13F portfolio, value $1,079,892.

    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 25,414 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,192,933.

    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).