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Corient Private Wealth LP: TDG position timeline

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

Corient Private Wealth LP held 64,482 TDG 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 64,482 shares
    Change vs previous 13F -3,896 shares

    0.12% of the 13F portfolio, value $85,893,422.

    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: 64,302 shares
    • Corient IA LP: 180 shares

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

  2. period ended2026-03-31
    13F 68,378 shares
    Change vs previous 13F -1,108 shares

    0.11% of the 13F portfolio, value $79,146,513.

    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: 68,198 shares
    • Corient IA LP: 180 shares

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

  3. period ended2025-12-31
    13F/A 69,486 shares
    Change vs previous 13F +1,468 shares

    0.13% of the 13F portfolio, value $92,406,389.

    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: 69,286 shares
    • Corient IA LP: 200 shares

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

  4. period ended2025-09-30
    13F 68,018 shares
    Change vs previous 13F -911 shares

    0.14% of the 13F portfolio, value $89,649,784.

    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: 67,818 shares
    • Corient IA LP: 200 shares

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

  5. period ended2025-06-30
    13F/A 68,929 shares
    Change vs previous 13F -1,610 shares

    0.14% of the 13F portfolio, value $104,817,268.

    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: 68,729 shares
    • Corient IA LP: 200 shares

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

  6. period ended2025-03-31
    13F 70,539 shares
    Change vs previous 13F +27,084 shares

    0.16% of the 13F portfolio, value $97,577,840.

    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: 70,339 shares
    • Corient IA LP: 200 shares

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

  7. period ended2024-12-31
    13F 43,455 shares
    Change vs previous 13F +27,983 shares

    0.09% of the 13F portfolio, value $55,071,796.

    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 15,472 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $22,080,961.

    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).