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Disclosery

Corient Private Wealth LP: POOL position timeline

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

Corient Private Wealth LP held 433,569 POOL 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 433,569 shares
    Change vs previous 13F +161,787 shares

    0.13% of the 13F portfolio, value $93,173,955.

    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 271,782 shares
    Change vs previous 13F +138,044 shares

    0.08% of the 13F portfolio, value $54,981,646.

    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 133,738 shares
    Change vs previous 13F +126,387 shares

    0.04% of the 13F portfolio, value $30,592,865.

    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 7,351 shares
    Change vs previous 13F -16,763 shares

    <0.01% of the 13F portfolio, value $2,279,273.

    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 24,114 shares
    Change vs previous 13F -3,378 shares

    0.01% of the 13F portfolio, value $7,028,713.

    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 27,492 shares
    Change vs previous 13F -6,665 shares

    0.01% of the 13F portfolio, value $8,752,220.

    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 34,157 shares
    Change vs previous 13F -30,597 shares

    0.02% of the 13F portfolio, value $11,645,849.

    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 64,754 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $24,399,066.

    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).