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Disclosery

Corient Private Wealth LP: PTEN position timeline

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

Corient Private Wealth LP held 338,056 PTEN 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 338,056 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $3,103,356.

    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 337,994 shares
    Change vs previous 13F +288,033 shares

    0.01% of the 13F portfolio, value $3,654,030.

    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 49,961 shares
    Change vs previous 13F +16,709 shares

    <0.01% of the 13F portfolio, value $305,261.

    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 33,252 shares
    Change vs previous 13F +8,292 shares

    <0.01% of the 13F portfolio, value $172,247.

    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 24,960 shares
    Change vs previous 13F -30,590 shares

    <0.01% of the 13F portfolio, value $148,012.

    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 55,550 shares
    Change vs previous 13F -9,512 shares

    <0.01% of the 13F portfolio, value $456,624.

    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 65,062 shares
    Change vs previous 13F -7,241 shares

    <0.01% of the 13F portfolio, value $537,416.

    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 72,303 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $553,120.

    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).