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Disclosery

Corient Private Wealth LP: SSNC position timeline

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

Corient Private Wealth LP held 24,434 SSNC 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 24,434 shares
    Change vs previous 13F +11,987 shares

    <0.01% of the 13F portfolio, value $1,516,107.

    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 12,447 shares
    Change vs previous 13F +1,862 shares

    <0.01% of the 13F portfolio, value $651,888.

    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 10,585 shares
    Change vs previous 13F +718 shares

    <0.01% of the 13F portfolio, value $925,382.

    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 9,867 shares
    Change vs previous 13F +1,449 shares

    <0.01% of the 13F portfolio, value $875,804.

    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 8,418 shares
    Change vs previous 13F -1,054 shares

    <0.01% of the 13F portfolio, value $697,040.

    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 9,472 shares
    Change vs previous 13F -751 shares

    <0.01% of the 13F portfolio, value $791,221.

    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 10,223 shares
    Change vs previous 13F -5,017 shares

    <0.01% of the 13F portfolio, value $774,716.

    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 15,240 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,130,947.

    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).