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Disclosery

Corient Private Wealth LP: P position timeline

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

Corient Private Wealth LP held 39,155 P 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 39,155 shares
    Change vs previous 13F -5,539 shares

    <0.01% of the 13F portfolio, value $3,085,026.

    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 44,694 shares
    Change vs previous 13F +3,219 shares

    <0.01% of the 13F portfolio, value $2,621,873.

    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 41,475 shares
    Change vs previous 13F +28,403 shares

    <0.01% of the 13F portfolio, value $2,783,152.

    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 13,072 shares
    Change vs previous 13F -18,770 shares

    <0.01% of the 13F portfolio, value $1,095,567.

    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 31,842 shares
    Change vs previous 13F +9,526 shares

    <0.01% of the 13F portfolio, value $1,771,310.

    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 22,316 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $987,956.

    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 22,334 shares
    Change vs previous 13F -4,007 shares

    <0.01% of the 13F portfolio, value $1,371,979.

    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 26,341 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,323,371.

    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).