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Disclosery

Corient Private Wealth LP: S position timeline

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

Corient Private Wealth LP held 134,418 S 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 134,418 shares
    Change vs previous 13F +119,511 shares

    <0.01% of the 13F portfolio, value $2,281,076.

    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 14,907 shares
    Change vs previous 13F -2,281 shares

    <0.01% of the 13F portfolio, value $191,015.

    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 17,188 shares
    Change vs previous 13F -330,356 shares

    <0.01% of the 13F portfolio, value $260,771.

    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 347,544 shares
    Change vs previous 13F +7,400 shares

    0.01% of the 13F portfolio, value $6,129,163.

    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 340,144 shares
    Change vs previous 13F +42,216 shares

    0.01% of the 13F portfolio, value $6,217,835.

    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 297,928 shares
    Change vs previous 13F -12,283 shares

    0.01% of the 13F portfolio, value $5,416,332.

    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 310,211 shares
    Change vs previous 13F +111,281 shares

    0.01% of the 13F portfolio, value $6,886,686.

    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 198,930 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,758,406.

    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).