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Disclosery

Corient Private Wealth LP: PSO position timeline

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

Corient Private Wealth LP held 50,742 PSO 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 50,742 shares
    Change vs previous 13F -872 shares

    <0.01% of the 13F portfolio, value $806,290.

    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 51,614 shares
    Change vs previous 13F +1,370 shares

    <0.01% of the 13F portfolio, value $676,285.

    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 50,244 shares
    Change vs previous 13F -2,783 shares

    <0.01% of the 13F portfolio, value $705,423.

    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 53,027 shares
    Change vs previous 13F +1,081 shares

    <0.01% of the 13F portfolio, value $750,859.

    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 51,946 shares
    Change vs previous 13F -801 shares

    <0.01% of the 13F portfolio, value $775,561.

    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 52,747 shares
    Change vs previous 13F -4,839 shares

    <0.01% of the 13F portfolio, value $844,480.

    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 57,586 shares
    Change vs previous 13F -13,302 shares

    <0.01% of the 13F portfolio, value $928,287.

    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 70,888 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $961,951.

    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).