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Disclosery

Corient Private Wealth LP: ROP position timeline

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

Corient Private Wealth LP held 236,461 ROP 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 236,461 shares
    Change vs previous 13F -259,634 shares

    0.11% of the 13F portfolio, value $80,016,015.

    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 496,095 shares
    Change vs previous 13F -243,339 shares

    0.25% of the 13F portfolio, value $175,929,205.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 496,095 shares
    • Corient IA LP: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 739,434 shares
    Change vs previous 13F -170,037 shares

    0.45% of the 13F portfolio, value $329,746,105.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 738,434 shares
    • Corient IA LP: 1,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 909,471 shares
    Change vs previous 13F +43,104 shares

    0.71% of the 13F portfolio, value $451,486,519.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 908,471 shares
    • Corient IA LP: 1,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 866,367 shares
    Change vs previous 13F -16,467 shares

    0.65% of the 13F portfolio, value $491,091,254.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 864,987 shares
    • Corient IA LP: 1,380 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 882,834 shares
    Change vs previous 13F +4,424 shares

    0.85% of the 13F portfolio, value $520,502,387.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 881,454 shares
    • Corient IA LP: 1,380 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 878,410 shares
    Change vs previous 13F -8,168 shares

    0.76% of the 13F portfolio, value $456,641,983.

    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 886,578 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $493,326,516.

    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).