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Disclosery

Corient Private Wealth LP: STM position timeline

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

Corient Private Wealth LP held 31,077 STM 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 31,077 shares
    Change vs previous 13F -41,424 shares

    <0.01% of the 13F portfolio, value $2,327,354.

    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 72,501 shares
    Change vs previous 13F +10,100 shares

    <0.01% of the 13F portfolio, value $2,436,123.

    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 62,401 shares
    Change vs previous 13F -2,094 shares

    <0.01% of the 13F portfolio, value $1,618,684.

    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 64,495 shares
    Change vs previous 13F +17,381 shares

    <0.01% of the 13F portfolio, value $1,822,632.

    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 47,114 shares
    Change vs previous 13F -3,182 shares

    <0.01% of the 13F portfolio, value $1,432,737.

    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 50,296 shares
    Change vs previous 13F -10,202 shares

    <0.01% of the 13F portfolio, value $1,104,507.

    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 60,498 shares
    Change vs previous 13F -55,555 shares

    <0.01% of the 13F portfolio, value $1,510,635.

    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 116,053 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,450,258.

    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).