Skip to content
Disclosery

Corient Private Wealth LP: OTIS position timeline

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

Corient Private Wealth LP held 261,090 OTIS 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 261,090 shares
    Change vs previous 13F +106,606 shares

    0.03% of the 13F portfolio, value $18,694,119.

    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: 258,430 shares
    • Corient IA LP: 2,660 shares

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

  2. period ended2026-03-31
    13F 154,484 shares
    Change vs previous 13F +2,054 shares

    0.02% of the 13F portfolio, value $11,704,592.

    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: 151,824 shares
    • Corient IA LP: 2,660 shares

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

  3. period ended2025-12-31
    13F/A 152,430 shares
    Change vs previous 13F +18,539 shares

    0.02% of the 13F portfolio, value $13,316,723.

    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: 149,430 shares
    • Corient IA LP: 3,000 shares

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

  4. period ended2025-09-30
    13F 133,891 shares
    Change vs previous 13F -36,867 shares

    0.02% of the 13F portfolio, value $12,242,297.

    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: 130,891 shares
    • Corient IA LP: 3,000 shares

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

  5. period ended2025-06-30
    13F/A 170,758 shares
    Change vs previous 13F -11,567 shares

    0.02% of the 13F portfolio, value $16,908,479.

    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: 166,758 shares
    • Corient IA LP: 4,000 shares

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

  6. period ended2025-03-31
    13F 182,325 shares
    Change vs previous 13F -16,783 shares

    0.03% of the 13F portfolio, value $18,816,056.

    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: 178,325 shares
    • Corient IA LP: 4,000 shares

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

  7. period ended2024-12-31
    13F 199,108 shares
    Change vs previous 13F -8,411 shares

    0.03% of the 13F portfolio, value $18,202,898.

    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 207,519 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $21,569,357.

    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).