Skip to content
Disclosery

Corient Private Wealth LP: PCG position timeline

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

Corient Private Wealth LP held 490,964 PCG 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 490,964 shares
    Change vs previous 13F +115,796 shares

    0.01% of the 13F portfolio, value $8,270,888.

    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 375,168 shares
    Change vs previous 13F +166,287 shares

    0.01% of the 13F portfolio, value $6,496,246.

    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 208,881 shares
    Change vs previous 13F +53,749 shares

    <0.01% of the 13F portfolio, value $3,356,844.

    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 155,132 shares
    Change vs previous 13F +23,855 shares

    <0.01% of the 13F portfolio, value $2,339,428.

    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 131,277 shares
    Change vs previous 13F -11,255 shares

    <0.01% of the 13F portfolio, value $1,830,015.

    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 142,532 shares
    Change vs previous 13F -40,009 shares

    <0.01% of the 13F portfolio, value $2,448,787.

    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 182,541 shares
    Change vs previous 13F +32,043 shares

    0.01% of the 13F portfolio, value $3,682,840.

    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 150,498 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,975,361.

    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).