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Disclosery

Corient Private Wealth LP: RFG position timeline

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

Corient Private Wealth LP held 21,000 RFG 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 21,000 shares
    Change vs previous 13F -1,165 shares

    <0.01% of the 13F portfolio, value $1,355,130.

    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 22,165 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,214,915.

    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 22,165 shares
    Change vs previous 13F -1,250 shares

    <0.01% of the 13F portfolio, value $1,162,229.

    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 23,415 shares
    Change vs previous 13F +17,978 shares

    <0.01% of the 13F portfolio, value $1,192,890.

    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 5,437 shares
    Change vs previous 13F -1,065 shares

    <0.01% of the 13F portfolio, value $265,065.

    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 6,502 shares
    Change vs previous 13F +1,165 shares

    <0.01% of the 13F portfolio, value $284,969.

    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 5,337 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,402.

    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).