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Corient Private Wealth LP: PK position timeline

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

Corient Private Wealth LP held 470,916 PK 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 470,916 shares
    Change vs previous 13F +7,728 shares

    0.01% of the 13F portfolio, value $6,710,861.

    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 463,188 shares
    Change vs previous 13F +310,833 shares

    0.01% of the 13F portfolio, value $4,849,557.

    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 152,355 shares
    Change vs previous 13F +21,523 shares

    <0.01% of the 13F portfolio, value $1,594,038.

    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 130,832 shares
    Change vs previous 13F +9,628 shares

    <0.01% of the 13F portfolio, value $1,449,620.

    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 121,204 shares
    Change vs previous 13F +92,481 shares

    <0.01% of the 13F portfolio, value $1,240,150.

    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 28,723 shares
    Change vs previous 13F +8,848 shares

    <0.01% of the 13F portfolio, value $306,763.

    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 19,875 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $279,473.

    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).