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Disclosery

Corient Private Wealth LP: RS position timeline

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

Corient Private Wealth LP held 328,467 RS 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 328,467 shares
    Change vs previous 13F -19,622 shares

    0.17% of the 13F portfolio, value $122,714,993.

    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 348,089 shares
    Change vs previous 13F +6,215 shares

    0.15% of the 13F portfolio, value $105,788,156.

    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 341,874 shares
    Change vs previous 13F +311,323 shares

    0.13% of the 13F portfolio, value $98,757,797.

    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 30,551 shares
    Change vs previous 13F -313,670 shares

    0.01% of the 13F portfolio, value $8,580,363.

    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 344,221 shares
    Change vs previous 13F -3,040 shares

    0.14% of the 13F portfolio, value $108,052,008.

    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 347,261 shares
    Change vs previous 13F -8,991 shares

    0.16% of the 13F portfolio, value $100,272,632.

    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 356,252 shares
    Change vs previous 13F -18,667 shares

    0.16% of the 13F portfolio, value $95,924,555.

    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 374,919 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $108,430,199.

    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).