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Disclosery

Corient Private Wealth LP: GTY position timeline

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

Corient Private Wealth LP held 95,590 GTY 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 95,590 shares
    Change vs previous 13F +50,338 shares

    <0.01% of the 13F portfolio, value $3,188,897.

    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 45,252 shares
    Change vs previous 13F -52,451 shares

    <0.01% of the 13F portfolio, value $1,439,015.

    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 97,703 shares
    Change vs previous 13F +989 shares

    <0.01% of the 13F portfolio, value $2,672,076.

    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 96,714 shares
    Change vs previous 13F -659 shares

    <0.01% of the 13F portfolio, value $2,594,837.

    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 97,373 shares
    Change vs previous 13F -4,186 shares

    <0.01% of the 13F portfolio, value $2,691,390.

    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 101,559 shares
    Change vs previous 13F +3,037 shares

    0.01% of the 13F portfolio, value $3,166,628.

    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 98,522 shares
    Change vs previous 13F -83 shares

    <0.01% of the 13F portfolio, value $2,968,469.

    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 98,605 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,136,625.

    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).