Skip to content
Disclosery

Corient Private Wealth LP: TAP position timeline

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

Corient Private Wealth LP held 60,923 TAP 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 60,923 shares
    Change vs previous 13F +2,007 shares

    <0.01% of the 13F portfolio, value $2,373,544.

    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 58,916 shares
    Change vs previous 13F -51,784 shares

    <0.01% of the 13F portfolio, value $2,521,989.

    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 110,700 shares
    Change vs previous 13F +23,953 shares

    0.01% of the 13F portfolio, value $5,167,764.

    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 86,747 shares
    Change vs previous 13F -35,924 shares

    0.01% of the 13F portfolio, value $3,925,336.

    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 122,671 shares
    Change vs previous 13F +52,983 shares

    0.01% of the 13F portfolio, value $5,899,295.

    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 69,688 shares
    Change vs previous 13F +2,008 shares

    0.01% of the 13F portfolio, value $4,241,958.

    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 67,680 shares
    Change vs previous 13F -2,371 shares

    0.01% of the 13F portfolio, value $3,877,427.

    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 70,051 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,029,353.

    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).