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Disclosery

Corient Private Wealth LP: LOPE position timeline

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

Corient Private Wealth LP held 3,521 LOPE 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 3,521 shares
    Change vs previous 13F -15,938 shares

    <0.01% of the 13F portfolio, value $503,892.

    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 19,459 shares
    Change vs previous 13F +9,350 shares

    <0.01% of the 13F portfolio, value $3,245,774.

    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 10,109 shares
    Change vs previous 13F +1,999 shares

    <0.01% of the 13F portfolio, value $1,681,358.

    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 8,110 shares
    Change vs previous 13F -701 shares

    <0.01% of the 13F portfolio, value $1,780,309.

    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 8,811 shares
    Change vs previous 13F -15,305 shares

    <0.01% of the 13F portfolio, value $1,665,279.

    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 24,116 shares
    Change vs previous 13F -121 shares

    0.01% of the 13F portfolio, value $4,172,552.

    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 24,237 shares
    Change vs previous 13F -1,145 shares

    0.01% of the 13F portfolio, value $3,970,021.

    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 25,382 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,600,437.

    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).