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Disclosery

Corient Private Wealth LP: PM position timeline

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

Corient Private Wealth LP held 510,816 PM 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 510,816 shares
    Change vs previous 13F -54,079 shares

    0.13% of the 13F portfolio, value $92,420,033.

    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 564,895 shares
    Change vs previous 13F +22,999 shares

    0.13% of the 13F portfolio, value $92,842,440.

    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 541,896 shares
    Change vs previous 13F +21,498 shares

    0.12% of the 13F portfolio, value $86,989,170.

    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 520,398 shares
    Change vs previous 13F +29,808 shares

    0.13% of the 13F portfolio, value $83,660,153.

    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 490,590 shares
    Change vs previous 13F +5,681 shares

    0.12% of the 13F portfolio, value $89,353,730.

    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 484,909 shares
    Change vs previous 13F -10,459 shares

    0.13% of the 13F portfolio, value $76,974,197.

    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 495,368 shares
    Change vs previous 13F -75,024 shares

    0.1% of the 13F portfolio, value $59,209,325.

    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 570,392 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $69,245,543.

    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).