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Disclosery

Corient Private Wealth LP: LSTR position timeline

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

Corient Private Wealth LP held 218,495 LSTR 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 218,495 shares
    Change vs previous 13F -85,919 shares

    0.06% of the 13F portfolio, value $45,186,900.

    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 304,414 shares
    Change vs previous 13F -64,784 shares

    0.07% of the 13F portfolio, value $48,789,687.

    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 369,198 shares
    Change vs previous 13F -2,764 shares

    0.07% of the 13F portfolio, value $53,053,722.

    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 371,962 shares
    Change vs previous 13F +11,524 shares

    0.07% of the 13F portfolio, value $45,587,633.

    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 360,438 shares
    Change vs previous 13F +68,659 shares

    0.07% of the 13F portfolio, value $50,108,060.

    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 291,779 shares
    Change vs previous 13F -2,120 shares

    0.07% of the 13F portfolio, value $43,825,170.

    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 293,899 shares
    Change vs previous 13F +271,417 shares

    0.08% of the 13F portfolio, value $50,509,462.

    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 22,482 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,246,176.

    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).