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Disclosery

Corient Private Wealth LP: RJF position timeline

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

Corient Private Wealth LP held 29,161 RJF 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 29,161 shares
    Change vs previous 13F -7,993 shares

    0.01% of the 13F portfolio, value $4,433,385.

    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 37,154 shares
    Change vs previous 13F +4,088 shares

    0.01% of the 13F portfolio, value $5,365,642.

    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 33,066 shares
    Change vs previous 13F +1,219 shares

    0.01% of the 13F portfolio, value $5,310,340.

    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 31,847 shares
    Change vs previous 13F +5,915 shares

    0.01% of the 13F portfolio, value $5,496,661.

    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 25,932 shares
    Change vs previous 13F +663 shares

    0.01% of the 13F portfolio, value $3,977,106.

    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 25,269 shares
    Change vs previous 13F +3,987 shares

    0.01% of the 13F portfolio, value $3,510,265.

    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 21,282 shares
    Change vs previous 13F +658 shares

    0.01% of the 13F portfolio, value $3,305,240.

    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 20,624 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,525,534.

    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).