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Disclosery

Corient Private Wealth LP: FTI position timeline

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

Corient Private Wealth LP held 79,162 FTI 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 79,162 shares
    Change vs previous 13F +64,945 shares

    0.01% of the 13F portfolio, value $5,248,482.

    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 14,217 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $983,017.

    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 14,326 shares
    Change vs previous 13F +7,004 shares

    <0.01% of the 13F portfolio, value $640,664.

    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 7,322 shares
    Change vs previous 13F -1,881 shares

    <0.01% of the 13F portfolio, value $288,855.

    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 9,203 shares
    Change vs previous 13F -1,072 shares

    <0.01% of the 13F portfolio, value $316,953.

    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 10,275 shares
    Change vs previous 13F +963 shares

    <0.01% of the 13F portfolio, value $325,631.

    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 9,312 shares
    Change vs previous 13F -8,855 shares

    <0.01% of the 13F portfolio, value $269,514.

    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 18,167 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $476,524.

    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).