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Disclosery

Corient Private Wealth LP: PIII position timeline

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

Corient Private Wealth LP held 19,737 PIII 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 19,737 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $213,160.

    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 19,837 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $61,098.

    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 20,837 shares
    Change vs previous 13F -14,532 shares

    <0.01% of the 13F portfolio, value $72,722.

    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 35,369 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $316,376.

    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 35,369 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,825.

    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).