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Corient Private Wealth LP: RKT position timeline

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

Corient Private Wealth LP held 58,470 RKT 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 58,470 shares
    Change vs previous 13F -36,576 shares

    <0.01% of the 13F portfolio, value $920,904.

    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 95,046 shares
    Change vs previous 13F -12,447 shares

    <0.01% of the 13F portfolio, value $1,342,092.

    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 107,493 shares
    Change vs previous 13F +43,022 shares

    <0.01% of the 13F portfolio, value $2,041,966.

    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 64,471 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,249,451.

    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).