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Disclosery

Corient Private Wealth LP: LPLA position timeline

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

Corient Private Wealth LP held 30,811 LPLA 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 30,811 shares
    Change vs previous 13F -1,751 shares

    0.01% of the 13F portfolio, value $8,678,959.

    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 32,562 shares
    Change vs previous 13F -389 shares

    0.01% of the 13F portfolio, value $9,776,652.

    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 32,951 shares
    Change vs previous 13F +528 shares

    0.02% of the 13F portfolio, value $11,768,921.

    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 32,423 shares
    Change vs previous 13F -5,420 shares

    0.02% of the 13F portfolio, value $10,786,945.

    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 37,843 shares
    Change vs previous 13F -1,693 shares

    0.02% of the 13F portfolio, value $14,189,889.

    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 39,536 shares
    Change vs previous 13F +4,564 shares

    0.02% of the 13F portfolio, value $12,934,289.

    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 34,972 shares
    Change vs previous 13F +1,180 shares

    0.02% of the 13F portfolio, value $11,418,364.

    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 33,792 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,861,061.

    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).