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Disclosery

Corient Private Wealth LP: FVR position timeline

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

Corient Private Wealth LP held 620,069 FVR 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 620,069 shares
    Change vs previous 13F -80,732 shares

    0.02% of the 13F portfolio, value $12,543,992.

    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 700,801 shares
    Change vs previous 13F -60,082 shares

    0.02% of the 13F portfolio, value $10,841,375.

    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 760,883 shares
    Change vs previous 13F +592,940 shares

    0.02% of the 13F portfolio, value $11,230,630.

    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 167,943 shares
    Change vs previous 13F +1,001 shares

    <0.01% of the 13F portfolio, value $2,302,495.

    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 166,942 shares
    Change vs previous 13F +144,040 shares

    <0.01% of the 13F portfolio, value $2,003,304.

    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 22,902 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $292,917.

    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).