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Disclosery

Corient Private Wealth LP: KRE position timeline

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

Corient Private Wealth LP held 13,421 KRE 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 13,421 shares
    Change vs previous 13F +1,765 shares

    <0.01% of the 13F portfolio, value $1,004,099.

    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 11,656 shares
    Change vs previous 13F -1,271 shares

    <0.01% of the 13F portfolio, value $759,342.

    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 12,927 shares
    Change vs previous 13F +4,334 shares

    <0.01% of the 13F portfolio, value $839,052.

    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 8,593 shares
    Change vs previous 13F +188 shares

    <0.01% of the 13F portfolio, value $543,919.

    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 8,405 shares
    Change vs previous 13F -1,793 shares

    <0.01% of the 13F portfolio, value $499,151.

    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 10,198 shares
    Change vs previous 13F -1,003 shares

    <0.01% of the 13F portfolio, value $579,780.

    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 11,201 shares
    Change vs previous 13F -4,092 shares

    <0.01% of the 13F portfolio, value $675,952.

    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 15,293 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $865,528.

    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).