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Disclosery

Corient Private Wealth LP: LEO position timeline

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

Corient Private Wealth LP held 14,607 LEO 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 14,607 shares
    Change vs previous 13F -7,666 shares

    <0.01% of the 13F portfolio, value $94,361.

    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 22,273 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $140,095.

    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 22,273 shares
    Change vs previous 13F -24,098 shares

    <0.01% of the 13F portfolio, value $141,655.

    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 46,371 shares
    Change vs previous 13F -71,935 shares

    <0.01% of the 13F portfolio, value $289,846.

    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 118,306 shares
    Change vs previous 13F +6,500 shares

    <0.01% of the 13F portfolio, value $700,371.

    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 111,806 shares
    Change vs previous 13F +96,033 shares

    <0.01% of the 13F portfolio, value $684,255.

    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 15,773 shares
    Change vs previous 13F +1,166 shares

    <0.01% of the 13F portfolio, value $95,269.

    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 14,607 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $95,092.

    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).