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Disclosery

Corient Private Wealth LP: SITM position timeline

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

Corient Private Wealth LP held 1,223 SITM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,223 shares
    Change vs previous 13F +423 shares

    <0.01% of the 13F portfolio, value $911,894.

    13F-HR 0002058426-26-000005 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 423 shares
    • Corient IA LP: 800 shares

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

  2. period ended2026-03-31
    13F 800 shares
    Change vs previous 13F +97 shares

    0.26% of the 13F portfolio, value $276,280.

    13F-HR 0002058426-26-000003 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 0 shares
    • Corient IA LP: 800 shares

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

  3. period ended2025-12-31
    13F/A 703 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $248,770.

    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 664 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,070.

    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).