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Disclosery

Corient Private Wealth LP: STLA position timeline

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

Corient Private Wealth LP held 31,604 STLA 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 31,604 shares
    Change vs previous 13F +13,811 shares

    <0.01% of the 13F portfolio, value $181,557.

    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 17,793 shares
    Change vs previous 13F -20,816 shares

    <0.01% of the 13F portfolio, value $117,752.

    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 38,609 shares
    Change vs previous 13F +2,097 shares

    <0.01% of the 13F portfolio, value $420,657.

    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 36,512 shares
    Change vs previous 13F -11,259 shares

    <0.01% of the 13F portfolio, value $340,366.

    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: 36,512 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 47,771 shares
    Change vs previous 13F -5,728 shares

    <0.01% of the 13F portfolio, value $478,875.

    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: 31,771 shares
    • Corient IA LP: 16,000 shares

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

  6. period ended2025-03-31
    13F 53,499 shares
    Change vs previous 13F -24,104 shares

    <0.01% of the 13F portfolio, value $598,937.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 42,499 shares
    • Corient IA LP: 11,000 shares

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

  7. period ended2024-12-31
    13F 77,603 shares
    Change vs previous 13F +7,279 shares

    <0.01% of the 13F portfolio, value $1,012,727.

    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 70,324 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $988,054.

    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).