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Disclosery

Corient Private Wealth LP: KD position timeline

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

Corient Private Wealth LP held 41,514 KD 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 41,514 shares
    Change vs previous 13F +30,386 shares

    <0.01% of the 13F portfolio, value $469,526.

    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 11,128 shares
    Change vs previous 13F -40,855 shares

    <0.01% of the 13F portfolio, value $127,666.

    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 51,983 shares
    Change vs previous 13F +2,016 shares

    <0.01% of the 13F portfolio, value $1,380,708.

    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 49,967 shares
    Change vs previous 13F +13,206 shares

    <0.01% of the 13F portfolio, value $1,500,510.

    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 36,761 shares
    Change vs previous 13F +24,256 shares

    <0.01% of the 13F portfolio, value $1,542,493.

    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 12,505 shares
    Change vs previous 13F -30,755 shares

    <0.01% of the 13F portfolio, value $392,656.

    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 43,260 shares
    Change vs previous 13F +5,908 shares

    <0.01% of the 13F portfolio, value $817,517.

    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 37,352 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $858,339.

    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).