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Corient Private Wealth LP: SCI position timeline

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

Corient Private Wealth LP held 35,137 SCI 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 35,137 shares
    Change vs previous 13F +24,846 shares

    <0.01% of the 13F portfolio, value $2,669,009.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 31,097 shares
    • Corient IA LP: 4,040 shares

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

  2. period ended2026-03-31
    13F 10,291 shares
    Change vs previous 13F -45,894 shares

    <0.01% of the 13F portfolio, value $842,547.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 6,251 shares
    • Corient IA LP: 4,040 shares

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

  3. period ended2025-12-31
    13F/A 56,185 shares
    Change vs previous 13F -13,111 shares

    0.01% of the 13F portfolio, value $4,394,043.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 51,185 shares
    • Corient IA LP: 5,000 shares

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

  4. period ended2025-09-30
    13F 69,296 shares
    Change vs previous 13F -2,026 shares

    0.01% of the 13F portfolio, value $5,766,813.

    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: 64,296 shares
    • Corient IA LP: 5,000 shares

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

  5. period ended2025-06-30
    13F/A 71,322 shares
    Change vs previous 13F -11,981 shares

    0.01% of the 13F portfolio, value $5,805,582.

    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: 66,322 shares
    • Corient IA LP: 5,000 shares

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

  6. period ended2025-03-31
    13F 83,303 shares
    Change vs previous 13F -233,877 shares

    0.01% of the 13F portfolio, value $6,680,872.

    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: 78,303 shares
    • Corient IA LP: 5,000 shares

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

  7. period ended2024-12-31
    13F 317,180 shares
    Change vs previous 13F -3,186 shares

    0.04% of the 13F portfolio, value $25,317,280.

    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 320,366 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $25,286,462.

    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).