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Disclosery

Corient Private Wealth LP: PRVA position timeline

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

Corient Private Wealth LP held 21,792 PRVA 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 21,792 shares
    Change vs previous 13F -192 shares

    <0.01% of the 13F portfolio, value $560,708.

    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 21,984 shares
    Change vs previous 13F -2,083 shares

    <0.01% of the 13F portfolio, value $452,212.

    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 24,067 shares
    Change vs previous 13F -4,261 shares

    <0.01% of the 13F portfolio, value $570,629.

    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 28,328 shares
    Change vs previous 13F -10,376 shares

    <0.01% of the 13F portfolio, value $705,368.

    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 38,704 shares
    Change vs previous 13F -37,342 shares

    <0.01% of the 13F portfolio, value $890,192.

    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 76,046 shares
    Change vs previous 13F +7,225 shares

    <0.01% of the 13F portfolio, value $1,707,233.

    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 68,821 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,345,450.

    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).