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Disclosery

Corient Private Wealth LP: PRI position timeline

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

Corient Private Wealth LP held 23,203 PRI 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 23,203 shares
    Change vs previous 13F +383 shares

    0.01% of the 13F portfolio, value $6,594,366.

    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 22,820 shares
    Change vs previous 13F +10,286 shares

    0.01% of the 13F portfolio, value $5,657,242.

    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 12,534 shares
    Change vs previous 13F +3,179 shares

    <0.01% of the 13F portfolio, value $3,238,339.

    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 9,355 shares
    Change vs previous 13F +985 shares

    <0.01% of the 13F portfolio, value $2,596,869.

    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 8,370 shares
    Change vs previous 13F -1,912 shares

    <0.01% of the 13F portfolio, value $2,290,620.

    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 10,282 shares
    Change vs previous 13F +1,636 shares

    <0.01% of the 13F portfolio, value $2,925,540.

    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 8,646 shares
    Change vs previous 13F +119 shares

    <0.01% of the 13F portfolio, value $2,346,699.

    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 8,527 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,260,935.

    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).