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Disclosery

Corient Private Wealth LP: R position timeline

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

Corient Private Wealth LP held 2,988 R 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 2,988 shares
    Change vs previous 13F -4,747 shares

    <0.01% of the 13F portfolio, value $788,278.

    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 7,735 shares
    Change vs previous 13F +398 shares

    <0.01% of the 13F portfolio, value $1,577,201.

    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 7,337 shares
    Change vs previous 13F +58 shares

    <0.01% of the 13F portfolio, value $1,404,212.

    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 7,279 shares
    Change vs previous 13F +68 shares

    <0.01% of the 13F portfolio, value $1,373,096.

    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 7,211 shares
    Change vs previous 13F +175 shares

    <0.01% of the 13F portfolio, value $1,146,549.

    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 7,036 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $1,011,849.

    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 6,994 shares
    Change vs previous 13F +135 shares

    <0.01% of the 13F portfolio, value $1,097,081.

    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 6,859 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,000,042.

    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).