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Disclosery

Corient Private Wealth LP: FWONK position timeline

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

Corient Private Wealth LP held 16,104 FWONK 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 16,104 shares
    Change vs previous 13F +1,072 shares

    <0.01% of the 13F portfolio, value $1,532,136.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 13,874 shares
    • Corient IA LP: 2,230 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,032 shares
    Change vs previous 13F +2,074 shares

    <0.01% of the 13F portfolio, value $1,262,272.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 12,802 shares
    • Corient IA LP: 2,230 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 12,958 shares
    Change vs previous 13F -3,453 shares

    <0.01% of the 13F portfolio, value $1,276,421.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 10,458 shares
    • Corient IA LP: 2,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,411 shares
    Change vs previous 13F +6,845 shares

    <0.01% of the 13F portfolio, value $1,714,081.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 13,911 shares
    • Corient IA LP: 2,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 9,566 shares
    Change vs previous 13F +515 shares

    <0.01% of the 13F portfolio, value $999,648.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 7,066 shares
    • Corient IA LP: 2,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,051 shares
    Change vs previous 13F +209 shares

    <0.01% of the 13F portfolio, value $814,682.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 6,551 shares
    • Corient IA LP: 2,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,842 shares
    Change vs previous 13F -210 shares

    <0.01% of the 13F portfolio, value $819,301.

    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 9,052 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $700,896.

    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).