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Disclosery

Corient Private Wealth LP: FRT position timeline

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

Corient Private Wealth LP held 30,027 FRT 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 30,027 shares
    Change vs previous 13F +12,013 shares

    0.01% of the 13F portfolio, value $3,706,573.

    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 18,014 shares
    Change vs previous 13F +6,814 shares

    <0.01% of the 13F portfolio, value $1,881,757.

    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 11,200 shares
    Change vs previous 13F +5,014 shares

    <0.01% of the 13F portfolio, value $1,128,953.

    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 6,186 shares
    Change vs previous 13F +515 shares

    <0.01% of the 13F portfolio, value $626,692.

    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 5,671 shares
    Change vs previous 13F +204 shares

    <0.01% of the 13F portfolio, value $538,678.

    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 5,467 shares
    Change vs previous 13F +612 shares

    <0.01% of the 13F portfolio, value $534,868.

    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 4,855 shares
    Change vs previous 13F +530 shares

    <0.01% of the 13F portfolio, value $543,524.

    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 4,325 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $497,253.

    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).