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Disclosery

Corient Private Wealth LP: JCPB position timeline

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

Corient Private Wealth LP held 1,344,031 JCPB 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 1,344,031 shares
    Change vs previous 13F +311,855 shares

    0.09% of the 13F portfolio, value $63,088,828.

    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 1,032,176 shares
    Change vs previous 13F +317,484 shares

    0.07% of the 13F portfolio, value $48,583,753.

    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 714,692 shares
    Change vs previous 13F +338,627 shares

    0.05% of the 13F portfolio, value $33,845,623.

    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 376,065 shares
    Change vs previous 13F +58,008 shares

    0.03% of the 13F portfolio, value $17,881,865.

    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 318,057 shares
    Change vs previous 13F +57,679 shares

    0.02% of the 13F portfolio, value $14,967,778.

    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 260,378 shares
    Change vs previous 13F +92,930 shares

    0.02% of the 13F portfolio, value $12,248,233.

    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 167,448 shares
    Change vs previous 13F -1,219,686 shares

    0.01% of the 13F portfolio, value $7,714,354.

    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 1,387,134 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $66,915,353.

    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).