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Disclosery

Corient Private Wealth LP: GIS position timeline

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

Corient Private Wealth LP held 172,618 GIS 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 172,618 shares
    Change vs previous 13F +67,251 shares

    0.01% of the 13F portfolio, value $6,007,149.

    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 105,367 shares
    Change vs previous 13F -85,416 shares

    0.01% of the 13F portfolio, value $3,900,014.

    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 190,783 shares
    Change vs previous 13F +5,593 shares

    0.01% of the 13F portfolio, value $8,882,443.

    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 185,190 shares
    Change vs previous 13F -9,032 shares

    0.01% of the 13F portfolio, value $9,337,259.

    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 194,222 shares
    Change vs previous 13F -14,252 shares

    0.01% of the 13F portfolio, value $10,062,613.

    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 208,474 shares
    Change vs previous 13F -66,316 shares

    0.02% of the 13F portfolio, value $12,464,907.

    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 274,790 shares
    Change vs previous 13F +830 shares

    0.03% of the 13F portfolio, value $17,523,633.

    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 273,960 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $20,231,928.

    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).