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Disclosery

Corient Private Wealth LP: J position timeline

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

Corient Private Wealth LP held 43,689 J 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 43,689 shares
    Change vs previous 13F +16,985 shares

    0.01% of the 13F portfolio, value $5,504,820.

    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: 41,459 shares
    • Corient IA LP: 2,230 shares

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

  2. period ended2026-03-31
    13F 26,704 shares
    Change vs previous 13F -39,969 shares

    <0.01% of the 13F portfolio, value $3,419,409.

    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: 24,474 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 66,673 shares
    Change vs previous 13F -7,381 shares

    0.01% of the 13F portfolio, value $8,889,878.

    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: 64,173 shares
    • Corient IA LP: 2,500 shares

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

  4. period ended2025-09-30
    13F 74,054 shares
    Change vs previous 13F -10,232 shares

    0.02% of the 13F portfolio, value $11,097,860.

    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: 71,554 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 84,286 shares
    Change vs previous 13F -63,712 shares

    0.01% of the 13F portfolio, value $11,079,400.

    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: 81,786 shares
    • Corient IA LP: 2,500 shares

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

  6. period ended2025-03-31
    13F 147,998 shares
    Change vs previous 13F -128,123 shares

    0.03% of the 13F portfolio, value $17,891,504.

    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: 145,498 shares
    • Corient IA LP: 2,500 shares

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

  7. period ended2024-12-31
    13F 276,121 shares
    Change vs previous 13F -7,537 shares

    0.06% of the 13F portfolio, value $36,895,359.

    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 283,658 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $37,130,899.

    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).