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Disclosery

Corient Private Wealth LP: NOW position timeline

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

Corient Private Wealth LP held 1,157,170 NOW 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 1,157,170 shares
    Change vs previous 13F -95,426 shares

    0.16% of the 13F portfolio, value $114,883,850.

    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: 1,157,170 shares
    • Corient IA LP: 0 shares

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

  2. period ended2026-03-31
    13F 1,252,596 shares
    Change vs previous 13F -284,485 shares

    0.19% of the 13F portfolio, value $130,538,686.

    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: 1,248,556 shares
    • Corient IA LP: 4,040 shares

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

  3. period ended2025-12-31
    13F/A 1,537,081 shares
    Change vs previous 13F +1,273,895 shares

    0.32% of the 13F portfolio, value $235,797,592.

    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 ended2024-09-30
    13F 263,186 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $235,391,189.

    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).