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Disclosery

Corient Private Wealth LP: PAA position timeline

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

Corient Private Wealth LP held 317,624 PAA 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 317,624 shares
    Change vs previous 13F -89,556 shares

    0.01% of the 13F portfolio, value $7,070,302.

    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 407,180 shares
    Change vs previous 13F +8,883 shares

    0.01% of the 13F portfolio, value $4,685,514.

    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 398,297 shares
    Change vs previous 13F -69,031 shares

    0.01% of the 13F portfolio, value $7,153,427.

    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 467,328 shares
    Change vs previous 13F +6,695 shares

    0.01% of the 13F portfolio, value $7,972,617.

    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 460,633 shares
    Change vs previous 13F +218,607 shares

    0.01% of the 13F portfolio, value $8,438,785.

    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 242,026 shares
    Change vs previous 13F -185,656 shares

    0.01% of the 13F portfolio, value $4,840,530.

    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 427,682 shares
    Change vs previous 13F +25,263 shares

    0.01% of the 13F portfolio, value $3,493,686.

    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 402,419 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,990,013.

    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).