Skip to content
Disclosery

Corient Private Wealth LP: SFBS position timeline

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

Corient Private Wealth LP held 3,501 SFBS 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 3,501 shares
    Change vs previous 13F +532 shares

    <0.01% of the 13F portfolio, value $303,713.

    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 2,969 shares
    Change vs previous 13F -148 shares

    <0.01% of the 13F portfolio, value $216,235.

    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 3,117 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $223,772.

    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 3,047 shares
    Change vs previous 13F +450 shares

    <0.01% of the 13F portfolio, value $245,377.

    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 2,597 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $201,293.

    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 2,629 shares
    Change vs previous 13F +52 shares

    <0.01% of the 13F portfolio, value $217,156.

    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 2,577 shares
    Change vs previous 13F -29 shares

    <0.01% of the 13F portfolio, value $218,374.

    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 2,606 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,654.

    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).