Skip to content
Disclosery

Corient Private Wealth LP: SUB position timeline

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

Corient Private Wealth LP held 83,080 SUB 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 83,080 shares
    Change vs previous 13F -16,049 shares

    0.01% of the 13F portfolio, value $8,845,534.

    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 99,129 shares
    Change vs previous 13F +22 shares

    0.02% of the 13F portfolio, value $10,558,764.

    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 99,107 shares
    Change vs previous 13F +2,048 shares

    0.01% of the 13F portfolio, value $10,574,712.

    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 97,059 shares
    Change vs previous 13F -5,716 shares

    0.02% of the 13F portfolio, value $10,363,971.

    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 102,775 shares
    Change vs previous 13F +7,418 shares

    0.01% of the 13F portfolio, value $10,929,096.

    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 95,357 shares
    Change vs previous 13F -2,157 shares

    0.02% of the 13F portfolio, value $10,069,709.

    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 97,514 shares
    Change vs previous 13F -102,380 shares

    0.02% of the 13F portfolio, value $9,878,879.

    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 199,894 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $21,226,782.

    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).