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Disclosery

Corient Private Wealth LP: NAD position timeline

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

Corient Private Wealth LP held 62,001 NAD 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 62,001 shares
    Change vs previous 13F -14,681 shares

    <0.01% of the 13F portfolio, value $752,926.

    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 76,682 shares
    Change vs previous 13F +37,284 shares

    <0.01% of the 13F portfolio, value $884,352.

    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 39,398 shares
    Change vs previous 13F -3,501 shares

    <0.01% of the 13F portfolio, value $473,568.

    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 42,899 shares
    Change vs previous 13F -37,479 shares

    <0.01% of the 13F portfolio, value $501,487.

    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 80,378 shares
    Change vs previous 13F +21,444 shares

    <0.01% of the 13F portfolio, value $907,472.

    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 58,934 shares
    Change vs previous 13F +11,636 shares

    <0.01% of the 13F portfolio, value $678,919.

    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 47,298 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $551,494.

    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 47,298 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $585,549.

    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).