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Disclosery

Corient Private Wealth LP: PII position timeline

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

Corient Private Wealth LP held 34,602 PII 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 34,602 shares
    Change vs previous 13F +12,043 shares

    <0.01% of the 13F portfolio, value $2,368,155.

    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 22,559 shares
    Change vs previous 13F +4,273 shares

    <0.01% of the 13F portfolio, value $1,213,491.

    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 18,286 shares
    Change vs previous 13F +6,508 shares

    <0.01% of the 13F portfolio, value $1,156,857.

    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 11,778 shares
    Change vs previous 13F +2,815 shares

    <0.01% of the 13F portfolio, value $684,693.

    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 8,963 shares
    Change vs previous 13F +1,909 shares

    <0.01% of the 13F portfolio, value $364,336.

    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 7,054 shares
    Change vs previous 13F +2,943 shares

    <0.01% of the 13F portfolio, value $288,776.

    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 4,111 shares
    Change vs previous 13F -8,658 shares

    <0.01% of the 13F portfolio, value $236,898.

    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 12,769 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,062,860.

    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).