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Disclosery

Corient Private Wealth LP: OEF position timeline

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

Corient Private Wealth LP held 38,989 OEF 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 38,989 shares
    Change vs previous 13F -581 shares

    0.02% of the 13F portfolio, value $14,264,993.

    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 39,570 shares
    Change vs previous 13F -3,615 shares

    0.02% of the 13F portfolio, value $12,340,608.

    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 43,185 shares
    Change vs previous 13F +8,302 shares

    0.02% of the 13F portfolio, value $14,812,293.

    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 34,883 shares
    Change vs previous 13F -7,036 shares

    0.02% of the 13F portfolio, value $11,610,428.

    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 41,919 shares
    Change vs previous 13F -33,239 shares

    0.02% of the 13F portfolio, value $12,758,048.

    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 75,158 shares
    Change vs previous 13F +56,698 shares

    0.03% of the 13F portfolio, value $20,355,089.

    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 18,460 shares
    Change vs previous 13F -3,292 shares

    0.01% of the 13F portfolio, value $4,525,354.

    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 21,752 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,020,084.

    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).