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Disclosery

Corient Private Wealth LP: JSI position timeline

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

Corient Private Wealth LP held 374,898 JSI 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 374,898 shares
    Change vs previous 13F +150,756 shares

    0.03% of the 13F portfolio, value $19,213,167.

    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 224,142 shares
    Change vs previous 13F +156,334 shares

    0.02% of the 13F portfolio, value $11,398,398.

    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 67,808 shares
    Change vs previous 13F -114,611 shares

    <0.01% of the 13F portfolio, value $3,530,620.

    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 182,419 shares
    Change vs previous 13F +34,038 shares

    0.02% of the 13F portfolio, value $9,535,026.

    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 148,381 shares
    Change vs previous 13F +19,447 shares

    0.01% of the 13F portfolio, value $7,807,792.

    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 128,934 shares
    Change vs previous 13F +2,461 shares

    0.01% of the 13F portfolio, value $6,749,672.

    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 126,473 shares
    Change vs previous 13F +43,467 shares

    0.01% of the 13F portfolio, value $6,552,549.

    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 83,006 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,397,279.

    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).