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Disclosery

Corient Private Wealth LP: PTC position timeline

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

Corient Private Wealth LP held 15,247 PTC 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 15,247 shares
    Change vs previous 13F -6,159 shares

    <0.01% of the 13F portfolio, value $1,732,218.

    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 21,406 shares
    Change vs previous 13F +9,846 shares

    <0.01% of the 13F portfolio, value $2,947,055.

    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 11,560 shares
    Change vs previous 13F +3,863 shares

    <0.01% of the 13F portfolio, value $2,015,453.

    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 7,697 shares
    Change vs previous 13F +1,581 shares

    <0.01% of the 13F portfolio, value $1,562,684.

    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 6,116 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $1,054,034.

    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 6,015 shares
    Change vs previous 13F +814 shares

    <0.01% of the 13F portfolio, value $932,024.

    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 5,201 shares
    Change vs previous 13F -1,126 shares

    <0.01% of the 13F portfolio, value $956,309.

    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 6,327 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,143,038.

    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).