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Disclosery

Corient Private Wealth LP: JEF position timeline

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

Corient Private Wealth LP held 39,739 JEF 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 39,739 shares
    Change vs previous 13F +668 shares

    <0.01% of the 13F portfolio, value $1,986,148.

    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 39,071 shares
    Change vs previous 13F -6,590 shares

    <0.01% of the 13F portfolio, value $1,611,578.

    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 45,661 shares
    Change vs previous 13F -1,703 shares

    <0.01% of the 13F portfolio, value $2,829,719.

    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 47,364 shares
    Change vs previous 13F -52,967 shares

    <0.01% of the 13F portfolio, value $3,098,543.

    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 100,331 shares
    Change vs previous 13F +2,951 shares

    0.01% of the 13F portfolio, value $5,487,115.

    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 97,380 shares
    Change vs previous 13F -9,853 shares

    0.01% of the 13F portfolio, value $5,216,698.

    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 107,233 shares
    Change vs previous 13F -2,499 shares

    0.01% of the 13F portfolio, value $8,407,083.

    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 109,732 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,754,048.

    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).