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Disclosery

Corient Private Wealth LP: STE position timeline

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

Corient Private Wealth LP held 20,978 STE 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 20,978 shares
    Change vs previous 13F +10,976 shares

    0.01% of the 13F portfolio, value $4,417,249.

    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 10,002 shares
    Change vs previous 13F -32,132 shares

    <0.01% of the 13F portfolio, value $2,189,362.

    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 42,134 shares
    Change vs previous 13F -9,449 shares

    0.01% of the 13F portfolio, value $10,744,548.

    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 51,583 shares
    Change vs previous 13F +554 shares

    0.02% of the 13F portfolio, value $12,763,804.

    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 51,029 shares
    Change vs previous 13F -3,642 shares

    0.02% of the 13F portfolio, value $12,258,221.

    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 54,671 shares
    Change vs previous 13F -36,857 shares

    0.02% of the 13F portfolio, value $12,391,207.

    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 91,528 shares
    Change vs previous 13F -9,647 shares

    0.03% of the 13F portfolio, value $18,814,514.

    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 101,175 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $24,538,887.

    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).