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Disclosery

Corient Private Wealth LP: RSP position timeline

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

Corient Private Wealth LP held 396,727 RSP 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 396,727 shares
    Change vs previous 13F +58,956 shares

    0.12% of the 13F portfolio, value $84,411,655.

    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 337,771 shares
    Change vs previous 13F -3,973 shares

    0.09% of the 13F portfolio, value $62,297,567.

    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 341,744 shares
    Change vs previous 13F +49,460 shares

    0.09% of the 13F portfolio, value $65,569,785.

    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 292,284 shares
    Change vs previous 13F -723,369 shares

    0.09% of the 13F portfolio, value $55,446,407.

    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 1,015,653 shares
    Change vs previous 13F +763,825 shares

    0.25% of the 13F portfolio, value $184,495,155.

    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 251,828 shares
    Change vs previous 13F +116,982 shares

    0.07% of the 13F portfolio, value $43,624,581.

    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 134,846 shares
    Change vs previous 13F -2,729 shares

    0.04% of the 13F portfolio, value $21,466,646.

    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 137,575 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $24,647,870.

    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).