Skip to content
Disclosery

Corient Private Wealth LP: SAFE position timeline

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

Corient Private Wealth LP held 15,273 SAFE 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 15,273 shares
    Change vs previous 13F +4,171 shares

    <0.01% of the 13F portfolio, value $241,145.

    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 11,102 shares
    Change vs previous 13F +11,102 shares

    <0.01% of the 13F portfolio, value $129,766.

    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 ended2025-06-30
    13F/A 0 shares
    Change vs previous 13F -12,044 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 12,044 shares
    Change vs previous 13F -2,216 shares

    <0.01% of the 13F portfolio, value $225,478.

    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).

  5. period ended2024-12-31
    13F 14,260 shares
    Change vs previous 13F +924 shares

    <0.01% of the 13F portfolio, value $67,630.

    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).

  6. period ended2024-09-30
    13F 13,336 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $349,808.

    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).