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Disclosery

Corient Private Wealth LP: RC position timeline

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

Corient Private Wealth LP held 75,609 RC 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 75,609 shares
    Change vs previous 13F -1,668 shares

    <0.01% of the 13F portfolio, value $132,549.

    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 77,277 shares
    Change vs previous 13F +11,830 shares

    <0.01% of the 13F portfolio, value $125,189.

    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 65,447 shares
    Change vs previous 13F +24,482 shares

    <0.01% of the 13F portfolio, value $142,674.

    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 40,965 shares
    Change vs previous 13F -16,037 shares

    <0.01% of the 13F portfolio, value $158,533.

    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 57,002 shares
    Change vs previous 13F -166,735 shares

    <0.01% of the 13F portfolio, value $249,096.

    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 223,737 shares
    Change vs previous 13F +27,461 shares

    <0.01% of the 13F portfolio, value $1,138,890.

    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 196,276 shares
    Change vs previous 13F -4,750 shares

    <0.01% of the 13F portfolio, value $1,338,616.

    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 201,026 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,533,827.

    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).