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Disclosery

Corient Private Wealth LP: RWR position timeline

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

Corient Private Wealth LP held 6,638 RWR 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 6,638 shares
    Change vs previous 13F +1,703 shares

    <0.01% of the 13F portfolio, value $749,895.

    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 4,935 shares
    Change vs previous 13F -2,439 shares

    <0.01% of the 13F portfolio, value $498,287.

    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 7,374 shares
    Change vs previous 13F +1,065 shares

    <0.01% of the 13F portfolio, value $725,739.

    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 6,309 shares
    Change vs previous 13F -2,332 shares

    <0.01% of the 13F portfolio, value $632,730.

    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 8,641 shares
    Change vs previous 13F -49 shares

    <0.01% of the 13F portfolio, value $833,338.

    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 8,690 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $861,353.

    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 8,682 shares
    Change vs previous 13F +193 shares

    <0.01% of the 13F portfolio, value $858,303.

    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 8,489 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $906,032.

    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).