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Disclosery

Corient Private Wealth LP: PPA position timeline

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

Corient Private Wealth LP held 106,281 PPA 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 106,281 shares
    Change vs previous 13F +1,063 shares

    0.03% of the 13F portfolio, value $18,774,536.

    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 105,218 shares
    Change vs previous 13F +26,727 shares

    0.02% of the 13F portfolio, value $17,434,530.

    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 78,491 shares
    Change vs previous 13F -65,344 shares

    0.02% of the 13F portfolio, value $12,294,693.

    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 143,835 shares
    Change vs previous 13F +92,672 shares

    0.04% of the 13F portfolio, value $22,359,024.

    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 51,163 shares
    Change vs previous 13F -5,214 shares

    0.01% of the 13F portfolio, value $7,249,139.

    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 56,377 shares
    Change vs previous 13F -1,076 shares

    0.01% of the 13F portfolio, value $6,570,851.

    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 57,453 shares
    Change vs previous 13F +55,533 shares

    0.01% of the 13F portfolio, value $6,591,713.

    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 1,920 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $220,756.

    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).