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Disclosery

Corient Private Wealth LP: OWL position timeline

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

Corient Private Wealth LP held 211,631 OWL 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 211,631 shares
    Change vs previous 13F +78,512 shares

    <0.01% of the 13F portfolio, value $1,851,770.

    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 133,119 shares
    Change vs previous 13F -55,648 shares

    <0.01% of the 13F portfolio, value $1,201,617.

    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: 133,119 shares
    • Corient IA LP: 0 shares

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

  3. period ended2025-12-31
    13F/A 188,767 shares
    Change vs previous 13F -29,248 shares

    <0.01% of the 13F portfolio, value $2,822,180.

    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: 158,767 shares
    • Corient IA LP: 30,000 shares

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

  4. period ended2025-09-30
    13F 218,015 shares
    Change vs previous 13F +66,851 shares

    0.01% of the 13F portfolio, value $3,691,016.

    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: 188,015 shares
    • Corient IA LP: 30,000 shares

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

  5. period ended2025-06-30
    13F/A 151,164 shares
    Change vs previous 13F -743 shares

    <0.01% of the 13F portfolio, value $2,903,812.

    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: 121,164 shares
    • Corient IA LP: 30,000 shares

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

  6. period ended2025-03-31
    13F 151,907 shares
    Change vs previous 13F -1,595 shares

    <0.01% of the 13F portfolio, value $3,044,380.

    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: 121,907 shares
    • Corient IA LP: 30,000 shares

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

  7. period ended2024-12-31
    13F 153,502 shares
    Change vs previous 13F +38,635 shares

    0.01% of the 13F portfolio, value $3,570,565.

    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 114,867 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,223,832.

    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).