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Disclosery

Corient Private Wealth LP: G position timeline

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

Corient Private Wealth LP held 74,669 G 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 74,669 shares
    Change vs previous 13F -241,500 shares

    <0.01% of the 13F portfolio, value $2,053,409.

    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 316,169 shares
    Change vs previous 13F +246,422 shares

    0.02% of the 13F portfolio, value $11,749,615.

    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 69,747 shares
    Change vs previous 13F +31,374 shares

    <0.01% of the 13F portfolio, value $3,263,528.

    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 38,373 shares
    Change vs previous 13F +12,123 shares

    <0.01% of the 13F portfolio, value $1,607,447.

    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 26,250 shares
    Change vs previous 13F -654 shares

    <0.01% of the 13F portfolio, value $1,155,265.

    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 26,904 shares
    Change vs previous 13F +1,305 shares

    <0.01% of the 13F portfolio, value $1,355,425.

    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 25,599 shares
    Change vs previous 13F +1,966 shares

    <0.01% of the 13F portfolio, value $1,099,494.

    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 23,633 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $926,651.

    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).