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Disclosery

Corient Private Wealth LP: ST position timeline

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

Corient Private Wealth LP held 80,114 ST 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 80,114 shares
    Change vs previous 13F +12,102 shares

    0.01% of the 13F portfolio, value $3,824,628.

    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 68,012 shares
    Change vs previous 13F +26,810 shares

    <0.01% of the 13F portfolio, value $2,326,747.

    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 41,202 shares
    Change vs previous 13F +25,193 shares

    <0.01% of the 13F portfolio, value $1,371,360.

    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 16,009 shares
    Change vs previous 13F -7,012 shares

    <0.01% of the 13F portfolio, value $489,083.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 16,009 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 23,021 shares
    Change vs previous 13F +11,843 shares

    <0.01% of the 13F portfolio, value $693,164.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 15,521 shares
    • Corient IA LP: 7,500 shares

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

  6. period ended2025-03-31
    13F 11,178 shares
    Change vs previous 13F +3,061 shares

    <0.01% of the 13F portfolio, value $271,291.

    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 8,117 shares
    Change vs previous 13F -77 shares

    <0.01% of the 13F portfolio, value $222,406.

    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 8,194 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $293,820.

    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).