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Disclosery

Corient Private Wealth LP: PDI position timeline

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

Corient Private Wealth LP held 24,219 PDI 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 24,219 shares
    Change vs previous 13F -7,620 shares

    <0.01% of the 13F portfolio, value $405,714.

    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 31,839 shares
    Change vs previous 13F +12,608 shares

    <0.01% of the 13F portfolio, value $531,158.

    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 19,231 shares
    Change vs previous 13F +7,175 shares

    <0.01% of the 13F portfolio, value $340,768.

    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 12,056 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $238,887.

    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 12,065 shares
    Change vs previous 13F -643 shares

    <0.01% of the 13F portfolio, value $229,043.

    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 12,708 shares
    Change vs previous 13F +1,670 shares

    <0.01% of the 13F portfolio, value $251,805.

    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 11,038 shares
    Change vs previous 13F -2,401 shares

    <0.01% of the 13F portfolio, value $202,443.

    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 13,439 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,400.

    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).