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Disclosery

Corient Private Wealth LP: PHYS position timeline

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

Corient Private Wealth LP held 97,309 PHYS 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 97,309 shares
    Change vs previous 13F -44,518 shares

    <0.01% of the 13F portfolio, value $2,935,793.

    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 141,827 shares
    Change vs previous 13F -56,821 shares

    0.01% of the 13F portfolio, value $5,026,333.

    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 198,648 shares
    Change vs previous 13F +30,906 shares

    0.01% of the 13F portfolio, value $6,559,356.

    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 167,742 shares
    Change vs previous 13F +28,706 shares

    0.01% of the 13F portfolio, value $4,968,531.

    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 139,036 shares
    Change vs previous 13F -1,020 shares

    <0.01% of the 13F portfolio, value $3,524,569.

    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 140,056 shares
    Change vs previous 13F +37,801 shares

    0.01% of the 13F portfolio, value $3,369,750.

    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 102,255 shares
    Change vs previous 13F +78,878 shares

    <0.01% of the 13F portfolio, value $2,059,415.

    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 23,377 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $476,422.

    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).