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Disclosery

Corient Private Wealth LP: PFF position timeline

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

Corient Private Wealth LP held 222,666 PFF 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 222,666 shares
    Change vs previous 13F -53,893 shares

    0.01% of the 13F portfolio, value $6,789,090.

    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 276,559 shares
    Change vs previous 13F -62,144 shares

    0.01% of the 13F portfolio, value $8,345,501.

    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 338,703 shares
    Change vs previous 13F -376,117 shares

    0.01% of the 13F portfolio, value $10,490,863.

    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 714,820 shares
    Change vs previous 13F +87,153 shares

    0.04% of the 13F portfolio, value $22,602,613.

    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 627,667 shares
    Change vs previous 13F -64,082 shares

    0.03% of the 13F portfolio, value $19,256,805.

    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 691,749 shares
    Change vs previous 13F +12,382 shares

    0.03% of the 13F portfolio, value $21,257,483.

    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 679,367 shares
    Change vs previous 13F -124,241 shares

    0.04% of the 13F portfolio, value $21,359,295.

    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 803,608 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $26,703,895.

    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).