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Disclosery

Corient Private Wealth LP: LAD position timeline

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

Corient Private Wealth LP held 1,744 LAD 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 1,744 shares
    Change vs previous 13F -915 shares

    <0.01% of the 13F portfolio, value $506,521.

    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 2,659 shares
    Change vs previous 13F +308 shares

    <0.01% of the 13F portfolio, value $655,053.

    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 2,351 shares
    Change vs previous 13F +1,095 shares

    <0.01% of the 13F portfolio, value $781,427.

    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 1,256 shares
    Change vs previous 13F -1,368 shares

    <0.01% of the 13F portfolio, value $396,875.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,256 shares
    • Corient IA LP: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 2,624 shares
    Change vs previous 13F +1,449 shares

    <0.01% of the 13F portfolio, value $875,969.

    13F-HR 0002058426-25-000004 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,124 shares
    • Corient IA LP: 1,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,175 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $344,911.

    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 1,124 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $400,679.

    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 1,175 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $373,228.

    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).