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Corient Private Wealth LP: JPST position timeline

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

Corient Private Wealth LP held 452,357 JPST 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 452,357 shares
    Change vs previous 13F -10,659 shares

    0.03% of the 13F portfolio, value $22,875,673.

    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 463,016 shares
    Change vs previous 13F -6,347 shares

    0.03% of the 13F portfolio, value $23,420,937.

    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 469,363 shares
    Change vs previous 13F +362,846 shares

    0.03% of the 13F portfolio, value $23,745,145.

    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 106,517 shares
    Change vs previous 13F -8,726 shares

    0.01% of the 13F portfolio, value $5,403,607.

    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 115,243 shares
    Change vs previous 13F -4,605 shares

    0.01% of the 13F portfolio, value $5,840,524.

    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 119,848 shares
    Change vs previous 13F -45,058 shares

    0.01% of the 13F portfolio, value $6,067,885.

    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 164,906 shares
    Change vs previous 13F +25,998 shares

    0.01% of the 13F portfolio, value $7,264,651.

    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 138,908 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,048,191.

    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).