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Disclosery

Corient Private Wealth LP: O position timeline

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

Corient Private Wealth LP held 161,377 O 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 161,377 shares
    Change vs previous 13F +30,994 shares

    0.01% of the 13F portfolio, value $9,998,954.

    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 130,383 shares
    Change vs previous 13F -40,982 shares

    0.01% of the 13F portfolio, value $7,198,402.

    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 171,365 shares
    Change vs previous 13F +55,860 shares

    0.01% of the 13F portfolio, value $9,698,190.

    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 115,505 shares
    Change vs previous 13F -31,005 shares

    0.01% of the 13F portfolio, value $7,021,554.

    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 146,510 shares
    Change vs previous 13F +1,538 shares

    0.01% of the 13F portfolio, value $8,440,423.

    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 144,972 shares
    Change vs previous 13F -23,644 shares

    0.01% of the 13F portfolio, value $8,409,885.

    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 168,616 shares
    Change vs previous 13F -14,802 shares

    0.01% of the 13F portfolio, value $8,339,945.

    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 183,418 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $11,632,389.

    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).