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Disclosery

Corient Private Wealth LP: OC position timeline

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

Corient Private Wealth LP held 43,527 OC 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 43,527 shares
    Change vs previous 13F +11,841 shares

    0.01% of the 13F portfolio, value $6,919,001.

    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: 40,157 shares
    • Corient IA LP: 3,370 shares

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

  2. period ended2026-03-31
    13F 31,686 shares
    Change vs previous 13F -1,446 shares

    <0.01% of the 13F portfolio, value $3,419,297.

    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: 28,316 shares
    • Corient IA LP: 3,370 shares

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

  3. period ended2025-12-31
    13F/A 33,132 shares
    Change vs previous 13F -3,611 shares

    0.01% of the 13F portfolio, value $3,708,223.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 29,132 shares
    • Corient IA LP: 4,000 shares

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

  4. period ended2025-09-30
    13F 36,743 shares
    Change vs previous 13F +7,546 shares

    0.01% of the 13F portfolio, value $5,197,652.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 32,743 shares
    • Corient IA LP: 4,000 shares

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

  5. period ended2025-06-30
    13F/A 29,197 shares
    Change vs previous 13F -548 shares

    0.01% of the 13F portfolio, value $4,015,106.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 25,197 shares
    • Corient IA LP: 4,000 shares

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

  6. period ended2025-03-31
    13F 29,745 shares
    Change vs previous 13F -5,758 shares

    0.01% of the 13F portfolio, value $4,248,841.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 25,745 shares
    • Corient IA LP: 4,000 shares

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

  7. period ended2024-12-31
    13F 35,503 shares
    Change vs previous 13F +2,935 shares

    0.01% of the 13F portfolio, value $6,047,056.

    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 32,568 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,748,904.

    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).