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Disclosery

Corient Private Wealth LP: TAK position timeline

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

Corient Private Wealth LP held 73,053 TAK 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 73,053 shares
    Change vs previous 13F -22,188 shares

    <0.01% of the 13F portfolio, value $1,171,085.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 73,053 shares
    • Corient IA LP: 0 shares

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

  2. period ended2026-03-31
    13F 95,241 shares
    Change vs previous 13F +3,878 shares

    <0.01% of the 13F portfolio, value $1,744,420.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 80,361 shares
    • Corient IA LP: 14,880 shares

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

  3. period ended2025-12-31
    13F/A 91,363 shares
    Change vs previous 13F -45,734 shares

    <0.01% of the 13F portfolio, value $1,424,352.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 76,483 shares
    • Corient IA LP: 14,880 shares

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

  4. period ended2025-09-30
    13F 137,097 shares
    Change vs previous 13F +13,897 shares

    <0.01% of the 13F portfolio, value $2,007,108.

    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: 112,097 shares
    • Corient IA LP: 25,000 shares

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

  5. period ended2025-06-30
    13F/A 123,200 shares
    Change vs previous 13F +10,717 shares

    <0.01% of the 13F portfolio, value $1,904,674.

    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: 83,200 shares
    • Corient IA LP: 40,000 shares

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

  6. period ended2025-03-31
    13F 112,483 shares
    Change vs previous 13F -12,425 shares

    <0.01% of the 13F portfolio, value $1,672,623.

    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: 72,483 shares
    • Corient IA LP: 40,000 shares

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

  7. period ended2024-12-31
    13F 124,908 shares
    Change vs previous 13F +16,311 shares

    <0.01% of the 13F portfolio, value $1,653,782.

    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 108,597 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,544,242.

    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).