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Disclosery

Corient Private Wealth LP: NWSA position timeline

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

Corient Private Wealth LP held 130,306 NWSA 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 130,306 shares
    Change vs previous 13F +37,326 shares

    <0.01% of the 13F portfolio, value $3,235,728.

    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 92,980 shares
    Change vs previous 13F +34,594 shares

    <0.01% of the 13F portfolio, value $2,257,200.

    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 58,386 shares
    Change vs previous 13F -874 shares

    <0.01% of the 13F portfolio, value $1,525,153.

    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 59,260 shares
    Change vs previous 13F -3,492 shares

    <0.01% of the 13F portfolio, value $1,819,955.

    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 62,752 shares
    Change vs previous 13F +2,715 shares

    <0.01% of the 13F portfolio, value $1,864,992.

    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 60,037 shares
    Change vs previous 13F +7,458 shares

    <0.01% of the 13F portfolio, value $1,634,284.

    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 52,579 shares
    Change vs previous 13F -30,042 shares

    <0.01% of the 13F portfolio, value $1,448,048.

    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 82,621 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,200,225.

    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).