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Disclosery

Corient Private Wealth LP: PWR position timeline

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

Corient Private Wealth LP held 211,711 PWR 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 211,711 shares
    Change vs previous 13F +184,819 shares

    0.21% of the 13F portfolio, value $152,439,678.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 210,091 shares
    • Corient IA LP: 1,620 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,892 shares
    Change vs previous 13F +24,892 shares

    0.02% of the 13F portfolio, value $13,673,659.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 25,272 shares
    • Corient IA LP: 1,620 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 2,000 shares
    Change vs previous 13F -484,600 shares

    0.79% of the 13F portfolio, value $844,120.

    13F-HR 0002058426-26-000002 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 0 shares
    • Corient IA LP: 2,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 486,600 shares
    Change vs previous 13F -4,130 shares

    0.31% of the 13F portfolio, value $198,073,581.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 484,600 shares
    • Corient IA LP: 2,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 490,730 shares
    Change vs previous 13F +5,113 shares

    0.25% of the 13F portfolio, value $185,535,000.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 488,730 shares
    • Corient IA LP: 2,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 485,617 shares
    Change vs previous 13F -46,597 shares

    0.2% of the 13F portfolio, value $123,434,438.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 483,617 shares
    • Corient IA LP: 2,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 532,214 shares
    Change vs previous 13F -36,897 shares

    0.28% of the 13F portfolio, value $168,206,631.

    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 569,111 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $169,680,524.

    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).