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Disclosery

Corient Private Wealth LP: KFY position timeline

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

Corient Private Wealth LP held 86,511 KFY 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 86,511 shares
    Change vs previous 13F +16,365 shares

    0.01% of the 13F portfolio, value $5,759,905.

    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 70,146 shares
    Change vs previous 13F +36,004 shares

    0.01% of the 13F portfolio, value $4,415,704.

    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 34,142 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $2,254,055.

    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 34,113 shares
    Change vs previous 13F +189 shares

    <0.01% of the 13F portfolio, value $2,387,228.

    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 33,924 shares
    Change vs previous 13F +1,019 shares

    <0.01% of the 13F portfolio, value $2,487,648.

    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 32,905 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $2,231,957.

    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 32,900 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $2,219,105.

    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 32,910 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,476,148.

    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).