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Disclosery

Corient Private Wealth LP: NAVI position timeline

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

Corient Private Wealth LP held 55,539 NAVI 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 55,539 shares
    Change vs previous 13F +44,976 shares

    <0.01% of the 13F portfolio, value $472,639.

    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 10,563 shares
    Change vs previous 13F -5,283 shares

    <0.01% of the 13F portfolio, value $86,405.

    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 15,846 shares
    Change vs previous 13F -2,364 shares

    <0.01% of the 13F portfolio, value $205,998.

    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 18,210 shares
    Change vs previous 13F -162 shares

    <0.01% of the 13F portfolio, value $239,463.

    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 18,372 shares
    Change vs previous 13F +1,168 shares

    <0.01% of the 13F portfolio, value $259,045.

    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 17,204 shares
    Change vs previous 13F -921 shares

    <0.01% of the 13F portfolio, value $217,286.

    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 18,125 shares
    Change vs previous 13F -2,904 shares

    <0.01% of the 13F portfolio, value $240,882.

    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 21,029 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,843.

    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).