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Disclosery

Corient Private Wealth LP: ROL position timeline

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

Corient Private Wealth LP held 438,422 ROL 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 438,422 shares
    Change vs previous 13F -48,712 shares

    0.03% of the 13F portfolio, value $18,299,754.

    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 487,134 shares
    Change vs previous 13F -8,353 shares

    0.04% of the 13F portfolio, value $25,921,868.

    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 495,487 shares
    Change vs previous 13F +3,296 shares

    0.04% of the 13F portfolio, value $29,739,244.

    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 492,191 shares
    Change vs previous 13F +9,613 shares

    0.05% of the 13F portfolio, value $28,911,337.

    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 482,578 shares
    Change vs previous 13F +17,857 shares

    0.04% of the 13F portfolio, value $27,227,008.

    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 464,721 shares
    Change vs previous 13F -12,604 shares

    0.04% of the 13F portfolio, value $25,108,898.

    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 477,325 shares
    Change vs previous 13F -5,571 shares

    0.04% of the 13F portfolio, value $22,124,042.

    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 482,896 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $24,424,871.

    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).