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Disclosery

Corient Private Wealth LP: PCTY position timeline

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

Corient Private Wealth LP held 149,800 PCTY 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 149,800 shares
    Change vs previous 13F +40,971 shares

    0.02% of the 13F portfolio, value $15,658,597.

    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 108,829 shares
    Change vs previous 13F +97,832 shares

    0.02% of the 13F portfolio, value $11,726,753.

    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 10,997 shares
    Change vs previous 13F +8,768 shares

    <0.01% of the 13F portfolio, value $1,677,212.

    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 2,229 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $355,014.

    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 2,071 shares
    Change vs previous 13F +838 shares

    <0.01% of the 13F portfolio, value $375,244.

    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 1,233 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $230,993.

    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).