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Disclosery

Corient Private Wealth LP: SFM position timeline

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

Corient Private Wealth LP held 60,800 SFM 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 60,800 shares
    Change vs previous 13F +9,770 shares

    0.01% of the 13F portfolio, value $5,142,479.

    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 51,030 shares
    Change vs previous 13F +12,781 shares

    0.01% of the 13F portfolio, value $3,931,326.

    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 38,249 shares
    Change vs previous 13F -5,997 shares

    <0.01% of the 13F portfolio, value $3,047,346.

    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 44,246 shares
    Change vs previous 13F -7,091 shares

    0.01% of the 13F portfolio, value $4,813,965.

    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 51,337 shares
    Change vs previous 13F +2,706 shares

    0.01% of the 13F portfolio, value $8,452,125.

    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 48,631 shares
    Change vs previous 13F +2,434 shares

    0.01% of the 13F portfolio, value $7,423,039.

    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 46,197 shares
    Change vs previous 13F -6,986 shares

    0.01% of the 13F portfolio, value $5,869,493.

    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 53,183 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,871,933.

    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).