Corient Private Wealth LP: FOA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on FOA, newest first. How the timeline and the estimate are built.
Corient Private Wealth LP held 91,500 FOA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 91,500 sharesChange vs previous 13F +84,000 shares
2.32% of the 13F portfolio, value $2,518,080.
13F-HR 0002058426-26-000005 filed by Corient IA LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,500 sharesChange vs previous 13F +7,500 shares
0.12% of the 13F portfolio, value $124,500.
13F-HR 0002058426-26-000003 filed by Corient IA LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 0 sharesChange vs previous 13F -160,000 shares
13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
Filed (acceptance time not in the bulk data set), ingested- Corient Private Wealth LP: 0 shares
- Corient IA LP: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 160,000 sharesChange vs previous 13F +104,500 shares
0.01% of the 13F portfolio, value $3,588,800.
13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
Filed (acceptance time not in the bulk data set), ingested- Corient Private Wealth LP: 80,000 shares
- Corient IA LP: 80,000 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 55,500 sharesChange vs previous 13F not available
0.76% of the 13F portfolio, value $1,294,260.
13F-HR 0002058426-25-000004 filed by Corient IA LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).