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Disclosery

Corient Private Wealth LP: TD position timeline

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

Corient Private Wealth LP held 50,409 TD 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 50,409 shares
    Change vs previous 13F -7,792 shares

    0.01% of the 13F portfolio, value $6,121,286.

    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: 49,769 shares
    • Corient IA LP: 640 shares

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

  2. period ended2026-03-31
    13F 58,201 shares
    Change vs previous 13F +5,920 shares

    0.01% of the 13F portfolio, value $5,406,675.

    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: 56,411 shares
    • Corient IA LP: 1,790 shares

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

  3. period ended2025-12-31
    13F/A 52,281 shares
    Change vs previous 13F -7,501 shares

    0.01% of the 13F portfolio, value $4,925,224.

    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: 52,281 shares
    • Corient IA LP: 0 shares

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

  4. period ended2025-09-30
    13F 59,782 shares
    Change vs previous 13F -2,510 shares

    0.01% of the 13F portfolio, value $4,779,689.

    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: 56,782 shares
    • Corient IA LP: 3,000 shares

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

  5. period ended2025-06-30
    13F/A 62,292 shares
    Change vs previous 13F -12,411 shares

    0.01% of the 13F portfolio, value $4,575,386.

    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: 59,292 shares
    • Corient IA LP: 3,000 shares

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

  6. period ended2025-03-31
    13F 74,703 shares
    Change vs previous 13F -24,516 shares

    0.01% of the 13F portfolio, value $4,477,814.

    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 99,219 shares
    Change vs previous 13F -34,028 shares

    0.01% of the 13F portfolio, value $5,282,522.

    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 133,247 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,429,189.

    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).