Skip to content
Disclosery

Corient Private Wealth LP: SAN position timeline

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

Corient Private Wealth LP held 242,445 SAN 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 242,445 shares
    Change vs previous 13F -102,415 shares

    <0.01% of the 13F portfolio, value $3,345,760.

    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 344,860 shares
    Change vs previous 13F +17,156 shares

    0.01% of the 13F portfolio, value $3,841,432.

    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 327,704 shares
    Change vs previous 13F +16,593 shares

    0.01% of the 13F portfolio, value $3,843,984.

    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 311,111 shares
    Change vs previous 13F +914 shares

    0.01% of the 13F portfolio, value $3,260,451.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 311,111 shares
    • Corient IA LP: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 310,197 shares
    Change vs previous 13F +3,179 shares

    <0.01% of the 13F portfolio, value $2,574,643.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 290,197 shares
    • Corient IA LP: 20,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 307,018 shares
    Change vs previous 13F -2,697 shares

    <0.01% of the 13F portfolio, value $2,057,037.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 287,018 shares
    • Corient IA LP: 20,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 309,715 shares
    Change vs previous 13F +6,993 shares

    <0.01% of the 13F portfolio, value $1,412,308.

    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 302,722 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,543,886.

    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).