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Disclosery

Corient Private Wealth LP: NU position timeline

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

Corient Private Wealth LP held 102,167 NU 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 102,167 shares
    Change vs previous 13F -51,033 shares

    <0.01% of the 13F portfolio, value $1,364,959.

    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 153,200 shares
    Change vs previous 13F +26,538 shares

    <0.01% of the 13F portfolio, value $2,173,129.

    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 126,662 shares
    Change vs previous 13F +2,174 shares

    <0.01% of the 13F portfolio, value $2,120,470.

    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 124,488 shares
    Change vs previous 13F +50,693 shares

    <0.01% of the 13F portfolio, value $1,993,305.

    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 73,795 shares
    Change vs previous 13F -29,923 shares

    <0.01% of the 13F portfolio, value $1,012,476.

    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 103,718 shares
    Change vs previous 13F +5,507 shares

    <0.01% of the 13F portfolio, value $1,062,078.

    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 98,211 shares
    Change vs previous 13F -951 shares

    <0.01% of the 13F portfolio, value $1,017,471.

    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 99,162 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,353,567.

    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).