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Disclosery

Corient Private Wealth LP: PTA position timeline

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

Corient Private Wealth LP held 35,569 PTA 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 35,569 shares
    Change vs previous 13F -15,318 shares

    <0.01% of the 13F portfolio, value $682,210.

    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 50,887 shares
    Change vs previous 13F -8,232 shares

    <0.01% of the 13F portfolio, value $646,778.

    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 59,119 shares
    Change vs previous 13F -4,798 shares

    <0.01% of the 13F portfolio, value $1,141,592.

    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 63,917 shares
    Change vs previous 13F -758 shares

    <0.01% of the 13F portfolio, value $1,304,553.

    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 64,675 shares
    Change vs previous 13F +11,409 shares

    <0.01% of the 13F portfolio, value $1,280,572.

    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 53,266 shares
    Change vs previous 13F -3,791 shares

    <0.01% of the 13F portfolio, value $1,035,507.

    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 57,057 shares
    Change vs previous 13F -4,261 shares

    <0.01% of the 13F portfolio, value $1,096,636.

    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 61,318 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,290,123.

    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).