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Disclosery

Corient Private Wealth LP: LII position timeline

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

Corient Private Wealth LP held 3,313 LII 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 3,313 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $1,898,525.

    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 3,354 shares
    Change vs previous 13F -576 shares

    <0.01% of the 13F portfolio, value $1,549,568.

    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 3,930 shares
    Change vs previous 13F +1,632 shares

    <0.01% of the 13F portfolio, value $1,908,577.

    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 2,298 shares
    Change vs previous 13F -305 shares

    <0.01% of the 13F portfolio, value $1,216,570.

    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 2,603 shares
    Change vs previous 13F -303 shares

    <0.01% of the 13F portfolio, value $1,492,232.

    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 2,906 shares
    Change vs previous 13F -984 shares

    <0.01% of the 13F portfolio, value $1,629,795.

    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 3,890 shares
    Change vs previous 13F -713 shares

    <0.01% of the 13F portfolio, value $2,370,202.

    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 4,603 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,781,547.

    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).