Corient Private Wealth LP: ORA position timeline

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

Corient Private Wealth LP held 6,283 ORA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F/A 6,283 shares
Change vs previous 13F +164 shares
<0.01% of the 13F portfolio, value $684,220.
13F-HR 0002058426-26-000005 filed by Corient IA LP
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Corient Private Wealth LP: 3,063 shares
- Corient IA LP: 3,220 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,119 shares
Change vs previous 13F -748 shares
<0.01% of the 13F portfolio, value $684,840.
13F-HR 0002058426-26-000003 filed by Corient IA LP
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Corient Private Wealth LP: 2,899 shares
- Corient IA LP: 3,220 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F/A 6,867 shares
Change vs previous 13F -3,985 shares
<0.01% of the 13F portfolio, value $758,600.
13F-HR 0002058426-26-000002 filed by Corient IA LP
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Corient Private Wealth LP: 2,867 shares
- Corient IA LP: 4,000 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 10,852 shares
Change vs previous 13F +3,987 shares
<0.01% of the 13F portfolio, value $1,044,506.
13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Corient Private Wealth LP: 6,852 shares
- Corient IA LP: 4,000 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 6,865 shares
Change vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $575,014.
13F-HR 0002058426-25-000004 filed by Corient IA LP
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Corient Private Wealth LP: 2,865 shares
- Corient IA LP: 4,000 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 6,865 shares
Change vs previous 13F +2,757 shares
<0.01% of the 13F portfolio, value $485,837.
13F-HR 0002058426-25-000002 filed by Corient IA LP
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Corient Private Wealth LP: 2,865 shares
- Corient IA LP: 4,000 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,108 shares
Change vs previous 13F +42 shares
<0.01% of the 13F portfolio, value $278,194.
13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,066 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $312,838.
13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).