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Disclosery

Corient Private Wealth LP: SII position timeline

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

Corient Private Wealth LP held 3,938 SII 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 3,938 shares
    Change vs previous 13F +120 shares

    <0.01% of the 13F portfolio, value $442,435.

    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 3,818 shares
    Change vs previous 13F -1,642 shares

    <0.01% of the 13F portfolio, value $545,592.

    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 5,460 shares
    Change vs previous 13F -683 shares

    <0.01% of the 13F portfolio, value $534,643.

    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 6,143 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $511,037.

    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 7,143 shares
    Change vs previous 13F -755 shares

    <0.01% of the 13F portfolio, value $493,510.

    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 7,898 shares
    Change vs previous 13F +255 shares

    <0.01% of the 13F portfolio, value $354,424.

    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 7,643 shares
    Change vs previous 13F -530 shares

    <0.01% of the 13F portfolio, value $322,305.

    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 8,173 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $353,972.

    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).