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Disclosery

Corient Private Wealth LP: LI position timeline

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

Corient Private Wealth LP held 12,473 LI 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 12,473 shares
    Change vs previous 13F +12,473 shares

    <0.01% of the 13F portfolio, value $146,433.

    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 0 shares
    Change vs previous 13F -10,524 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F/A 10,524 shares
    Change vs previous 13F -1,858 shares

    <0.01% of the 13F portfolio, value $178,173.

    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 12,382 shares
    Change vs previous 13F -15,573 shares

    <0.01% of the 13F portfolio, value $313,761.

    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: 12,382 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 27,955 shares
    Change vs previous 13F +951 shares

    <0.01% of the 13F portfolio, value $757,860.

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

    • Corient Private Wealth LP: 11,955 shares
    • Corient IA LP: 16,000 shares

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

  6. period ended2025-03-31
    13F 27,004 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $680,502.

    13F-HR 0002058426-25-000002 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 11,004 shares
    • Corient IA LP: 16,000 shares

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

  7. period ended2024-12-31
    13F 26,926 shares
    Change vs previous 13F +15,591 shares

    <0.01% of the 13F portfolio, value $645,955.

    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 11,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $290,742.

    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).