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Disclosery

Corient Private Wealth LP: FVD position timeline

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

Corient Private Wealth LP held 8,894 FVD 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 8,894 shares
    Change vs previous 13F -3,615 shares

    <0.01% of the 13F portfolio, value $428,498.

    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 12,509 shares
    Change vs previous 13F -508 shares

    <0.01% of the 13F portfolio, value $550,694.

    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 13,017 shares
    Change vs previous 13F -17,505 shares

    <0.01% of the 13F portfolio, value $599,837.

    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 30,522 shares
    Change vs previous 13F +23,611 shares

    <0.01% of the 13F portfolio, value $1,411,381.

    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 6,911 shares
    Change vs previous 13F -1,014 shares

    <0.01% of the 13F portfolio, value $308,903.

    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 7,925 shares
    Change vs previous 13F +1,314 shares

    <0.01% of the 13F portfolio, value $353,358.

    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 6,611 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $288,485.

    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).