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Disclosery

Corient Private Wealth LP: OSW position timeline

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

Corient Private Wealth LP held 16,691 OSW 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 16,691 shares
    Change vs previous 13F -10,741 shares

    <0.01% of the 13F portfolio, value $471,355.

    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 27,432 shares
    Change vs previous 13F -1,874 shares

    <0.01% of the 13F portfolio, value $629,566.

    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 29,306 shares
    Change vs previous 13F -4,417 shares

    <0.01% of the 13F portfolio, value $607,807.

    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 33,723 shares
    Change vs previous 13F -11,797 shares

    <0.01% of the 13F portfolio, value $712,905.

    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 45,520 shares
    Change vs previous 13F -45,926 shares

    <0.01% of the 13F portfolio, value $928,148.

    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 91,446 shares
    Change vs previous 13F -21,815 shares

    <0.01% of the 13F portfolio, value $1,535,382.

    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 113,261 shares
    Change vs previous 13F -13,309 shares

    <0.01% of the 13F portfolio, value $2,253,892.

    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 126,570 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,089,674.

    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).