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Disclosery

Corient Private Wealth LP: RELY position timeline

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

Corient Private Wealth LP held 209,457 RELY 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 209,457 shares
    Change vs previous 13F +10,843 shares

    0.01% of the 13F portfolio, value $4,693,942.

    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 198,614 shares
    Change vs previous 13F -7,364 shares

    <0.01% of the 13F portfolio, value $3,112,272.

    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 205,978 shares
    Change vs previous 13F +8,300 shares

    <0.01% of the 13F portfolio, value $2,842,502.

    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 197,678 shares
    Change vs previous 13F -5,359 shares

    0.01% of the 13F portfolio, value $3,222,151.

    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 203,037 shares
    Change vs previous 13F -6,253 shares

    0.01% of the 13F portfolio, value $3,811,006.

    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 209,290 shares
    Change vs previous 13F +28,131 shares

    0.01% of the 13F portfolio, value $4,353,232.

    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 181,159 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $4,088,759.

    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 181,111 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,425,077.

    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).