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Disclosery

Corient Private Wealth LP: MTD position timeline

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

Corient Private Wealth LP held 26,357 MTD 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 26,357 shares
    Change vs previous 13F +21,135 shares

    0.05% of the 13F portfolio, value $33,670,004.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 26,147 shares
    • Corient IA LP: 210 shares

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

  2. period ended2026-03-31
    13F 5,222 shares
    Change vs previous 13F -38,110 shares

    0.01% of the 13F portfolio, value $6,567,040.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 5,012 shares
    • Corient IA LP: 210 shares

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

  3. period ended2025-12-31
    13F/A 43,332 shares
    Change vs previous 13F -21,330 shares

    0.08% of the 13F portfolio, value $61,158,275.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 43,082 shares
    • Corient IA LP: 250 shares

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

  4. period ended2025-09-30
    13F 64,662 shares
    Change vs previous 13F -75,855 shares

    0.12% of the 13F portfolio, value $79,379,684.

    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: 64,412 shares
    • Corient IA LP: 250 shares

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

  5. period ended2025-06-30
    13F/A 140,517 shares
    Change vs previous 13F +67,149 shares

    0.22% of the 13F portfolio, value $165,068,453.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 140,267 shares
    • Corient IA LP: 250 shares

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

  6. period ended2025-03-31
    13F 73,368 shares
    Change vs previous 13F -1,347 shares

    0.14% of the 13F portfolio, value $86,642,847.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 73,118 shares
    • Corient IA LP: 250 shares

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

  7. period ended2024-12-31
    13F 74,715 shares
    Change vs previous 13F -3,152 shares

    0.15% of the 13F portfolio, value $91,429,094.

    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 77,867 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $116,776,837.

    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).