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Disclosery

Corient Private Wealth LP: FOUR position timeline

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

Corient Private Wealth LP held 7,496 FOUR 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 7,496 shares
    Change vs previous 13F -78,499 shares

    <0.01% of the 13F portfolio, value $364,599.

    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 85,995 shares
    Change vs previous 13F -3,240 shares

    0.01% of the 13F portfolio, value $3,760,083.

    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 89,235 shares
    Change vs previous 13F -15,192 shares

    0.01% of the 13F portfolio, value $5,604,598.

    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 104,427 shares
    Change vs previous 13F -7,072 shares

    0.01% of the 13F portfolio, value $8,123,661.

    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 111,499 shares
    Change vs previous 13F +14,187 shares

    0.01% of the 13F portfolio, value $11,050,668.

    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 97,312 shares
    Change vs previous 13F +11,312 shares

    0.01% of the 13F portfolio, value $7,951,366.

    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 86,000 shares
    Change vs previous 13F +67,140 shares

    0.01% of the 13F portfolio, value $8,925,082.

    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 18,860 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,670,996.

    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).