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Disclosery

Corient Private Wealth LP: FNDE position timeline

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

Corient Private Wealth LP held 34,603 FNDE 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 34,603 shares
    Change vs previous 13F -996 shares

    <0.01% of the 13F portfolio, value $1,373,024.

    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 35,599 shares
    Change vs previous 13F +5,838 shares

    <0.01% of the 13F portfolio, value $1,361,942.

    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 29,761 shares
    Change vs previous 13F +15,508 shares

    <0.01% of the 13F portfolio, value $1,073,399.

    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 14,253 shares
    Change vs previous 13F +330 shares

    <0.01% of the 13F portfolio, value $515,386.

    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 13,923 shares
    Change vs previous 13F -2,911 shares

    <0.01% of the 13F portfolio, value $459,588.

    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 16,834 shares
    Change vs previous 13F -2,356 shares

    <0.01% of the 13F portfolio, value $518,498.

    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 19,190 shares
    Change vs previous 13F -3,110 shares

    <0.01% of the 13F portfolio, value $557,491.

    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 22,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $719,637.

    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).