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Disclosery

Corient Private Wealth LP: KEY position timeline

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

Corient Private Wealth LP held 466,392 KEY 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 466,392 shares
    Change vs previous 13F -106,963 shares

    0.01% of the 13F portfolio, value $10,750,340.

    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 573,355 shares
    Change vs previous 13F +176,625 shares

    0.02% of the 13F portfolio, value $11,422,728.

    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 396,730 shares
    Change vs previous 13F -7,700 shares

    0.01% of the 13F portfolio, value $8,189,895.

    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 404,430 shares
    Change vs previous 13F -11,146 shares

    0.01% of the 13F portfolio, value $7,558,804.

    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 415,576 shares
    Change vs previous 13F -27,381 shares

    0.01% of the 13F portfolio, value $7,239,327.

    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 442,957 shares
    Change vs previous 13F +7,434 shares

    0.01% of the 13F portfolio, value $7,082,928.

    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 435,523 shares
    Change vs previous 13F -147,086 shares

    0.01% of the 13F portfolio, value $7,464,881.

    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 582,609 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,758,711.

    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).