Skip to content
Disclosery

Corient Private Wealth LP: PLNT position timeline

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

Corient Private Wealth LP held 9,456 PLNT 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 9,456 shares
    Change vs previous 13F +5,916 shares

    <0.01% of the 13F portfolio, value $493,714.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 5,916 shares
    • Corient IA LP: 3,540 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,540 shares
    Change vs previous 13F -3,873 shares

    0.25% of the 13F portfolio, value $263,305.

    13F-HR 0002058426-26-000003 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 0 shares
    • Corient IA LP: 3,540 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 7,413 shares
    Change vs previous 13F -1,574 shares

    <0.01% of the 13F portfolio, value $804,299.

    13F-HR 0002058426-26-000002 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 3,413 shares
    • Corient IA LP: 4,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,987 shares
    Change vs previous 13F +4,987 shares

    <0.01% of the 13F portfolio, value $932,852.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 4,987 shares
    • Corient IA LP: 4,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,000 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $436,200.

    13F-HR 0002058426-25-000004 filed by Corient IA 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 4,000 shares
    Change vs previous 13F -623 shares

    0.27% of the 13F portfolio, value $386,440.

    13F-HR 0002058426-25-000002 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 0 shares
    • Corient IA LP: 4,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,623 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $457,077.

    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 4,529 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $367,846.

    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).