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Corient Private Wealth LP: OMC position timeline

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

Corient Private Wealth LP held 115,326 OMC 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 115,326 shares
    Change vs previous 13F +3,000 shares

    0.01% of the 13F portfolio, value $8,399,589.

    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 112,326 shares
    Change vs previous 13F -9,982 shares

    0.01% of the 13F portfolio, value $8,453,423.

    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 122,308 shares
    Change vs previous 13F +43,044 shares

    0.01% of the 13F portfolio, value $9,876,524.

    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 79,264 shares
    Change vs previous 13F +2,467 shares

    0.01% of the 13F portfolio, value $6,462,514.

    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 76,797 shares
    Change vs previous 13F -7,578 shares

    0.01% of the 13F portfolio, value $5,524,905.

    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 84,375 shares
    Change vs previous 13F -4,675 shares

    0.01% of the 13F portfolio, value $6,996,395.

    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 89,050 shares
    Change vs previous 13F -13,744 shares

    0.01% of the 13F portfolio, value $7,661,843.

    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 102,794 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,627,754.

    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).