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Disclosery

Corient Private Wealth LP: PEN position timeline

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

Corient Private Wealth LP held 2,197 PEN 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 2,197 shares
    Change vs previous 13F +253 shares

    <0.01% of the 13F portfolio, value $693,819.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,757 shares
    • Corient IA LP: 440 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,944 shares
    Change vs previous 13F +515 shares

    <0.01% of the 13F portfolio, value $637,158.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,504 shares
    • Corient IA LP: 440 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 1,429 shares
    Change vs previous 13F -1,145 shares

    <0.01% of the 13F portfolio, value $444,404.

    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 2,574 shares
    Change vs previous 13F +239 shares

    <0.01% of the 13F portfolio, value $652,138.

    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 2,335 shares
    Change vs previous 13F +92 shares

    <0.01% of the 13F portfolio, value $599,232.

    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 2,243 shares
    Change vs previous 13F +548 shares

    <0.01% of the 13F portfolio, value $599,803.

    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 1,695 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $402,529.

    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 1,634 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $317,503.

    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).