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Disclosery

Corient Private Wealth LP: NDAQ position timeline

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

Corient Private Wealth LP held 99,716 NDAQ 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 99,716 shares
    Change vs previous 13F -24,791 shares

    0.01% of the 13F portfolio, value $7,859,625.

    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 124,507 shares
    Change vs previous 13F -185,441 shares

    0.01% of the 13F portfolio, value $10,277,472.

    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 309,948 shares
    Change vs previous 13F -9,640 shares

    0.04% of the 13F portfolio, value $30,300,180.

    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 319,588 shares
    Change vs previous 13F -3,146 shares

    0.04% of the 13F portfolio, value $28,267,701.

    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 322,734 shares
    Change vs previous 13F -6,334 shares

    0.04% of the 13F portfolio, value $28,858,904.

    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 329,068 shares
    Change vs previous 13F -8,523 shares

    0.04% of the 13F portfolio, value $24,963,154.

    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 337,591 shares
    Change vs previous 13F +58,969 shares

    0.04% of the 13F portfolio, value $26,099,177.

    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 278,622 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $20,342,246.

    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).