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Disclosery

Corient Private Wealth LP: PSA position timeline

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

Corient Private Wealth LP held 62,376 PSA 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 62,376 shares
    Change vs previous 13F -3,601 shares

    0.03% of the 13F portfolio, value $19,855,983.

    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 65,977 shares
    Change vs previous 13F -1,219 shares

    0.03% of the 13F portfolio, value $17,828,115.

    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 67,196 shares
    Change vs previous 13F +6,554 shares

    0.02% of the 13F portfolio, value $17,440,040.

    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 60,642 shares
    Change vs previous 13F -413 shares

    0.03% of the 13F portfolio, value $17,516,359.

    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 61,055 shares
    Change vs previous 13F -16,871 shares

    0.02% of the 13F portfolio, value $17,914,754.

    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 77,926 shares
    Change vs previous 13F -1,160 shares

    0.04% of the 13F portfolio, value $23,323,168.

    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 79,086 shares
    Change vs previous 13F -2,616 shares

    0.04% of the 13F portfolio, value $23,681,795.

    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 81,702 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $29,729,152.

    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).