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Corient Private Wealth LP: FTEC position timeline

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

Corient Private Wealth LP held 10,199 FTEC 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 10,199 shares
    Change vs previous 13F -3,202 shares

    <0.01% of the 13F portfolio, value $2,912,855.

    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 13,401 shares
    Change vs previous 13F +625 shares

    <0.01% of the 13F portfolio, value $2,758,070.

    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 12,776 shares
    Change vs previous 13F +316 shares

    <0.01% of the 13F portfolio, value $2,871,472.

    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 12,460 shares
    Change vs previous 13F +1,398 shares

    <0.01% of the 13F portfolio, value $2,768,306.

    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 11,062 shares
    Change vs previous 13F -1,807 shares

    <0.01% of the 13F portfolio, value $2,181,705.

    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 12,869 shares
    Change vs previous 13F +136 shares

    <0.01% of the 13F portfolio, value $2,075,620.

    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 12,733 shares
    Change vs previous 13F +981 shares

    <0.01% of the 13F portfolio, value $2,354,198.

    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 11,752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,050,838.

    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).