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Disclosery

Corient Private Wealth LP: FR position timeline

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

Corient Private Wealth LP held 173,817 FR 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 173,817 shares
    Change vs previous 13F +22,642 shares

    0.01% of the 13F portfolio, value $10,657,093.

    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 151,175 shares
    Change vs previous 13F +104,175 shares

    0.01% of the 13F portfolio, value $8,677,083.

    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 47,000 shares
    Change vs previous 13F +16,795 shares

    <0.01% of the 13F portfolio, value $2,707,814.

    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 30,205 shares
    Change vs previous 13F +3,610 shares

    <0.01% of the 13F portfolio, value $1,554,677.

    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 26,595 shares
    Change vs previous 13F +229 shares

    <0.01% of the 13F portfolio, value $1,280,033.

    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 26,366 shares
    Change vs previous 13F +3,510 shares

    <0.01% of the 13F portfolio, value $1,422,711.

    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 22,856 shares
    Change vs previous 13F -8,264 shares

    <0.01% of the 13F portfolio, value $1,145,772.

    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 31,120 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,742,099.

    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).