Skip to content
Disclosery

Corient Private Wealth LP: PFS position timeline

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

Corient Private Wealth LP held 18,156 PFS 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 18,156 shares
    Change vs previous 13F -2,142 shares

    <0.01% of the 13F portfolio, value $429,209.

    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 20,298 shares
    Change vs previous 13F +431 shares

    <0.01% of the 13F portfolio, value $144,132.

    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 19,867 shares
    Change vs previous 13F +214 shares

    <0.01% of the 13F portfolio, value $392,374.

    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 19,653 shares
    Change vs previous 13F -35,322 shares

    <0.01% of the 13F portfolio, value $378,911.

    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 54,975 shares
    Change vs previous 13F +11,453 shares

    <0.01% of the 13F portfolio, value $963,712.

    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 43,522 shares
    Change vs previous 13F -13,873 shares

    <0.01% of the 13F portfolio, value $747,272.

    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 57,395 shares
    Change vs previous 13F +169 shares

    <0.01% of the 13F portfolio, value $828,555.

    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 57,226 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,062,116.

    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).