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Disclosery

Corient Private Wealth LP: TDOC position timeline

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

Corient Private Wealth LP held 101,556 TDOC 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 101,556 shares
    Change vs previous 13F -171,447 shares

    <0.01% of the 13F portfolio, value $861,198.

    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 273,003 shares
    Change vs previous 13F +235,311 shares

    <0.01% of the 13F portfolio, value $1,487,428.

    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 37,692 shares
    Change vs previous 13F +26,494 shares

    <0.01% of the 13F portfolio, value $263,844.

    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 11,198 shares
    Change vs previous 13F +11,198 shares

    <0.01% of the 13F portfolio, value $86,562.

    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 0 shares
    Change vs previous 13F -13,176 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 13,176 shares
    Change vs previous 13F -12,593 shares

    <0.01% of the 13F portfolio, value $104,883.

    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 25,769 shares
    Change vs previous 13F -6,175 shares

    <0.01% of the 13F portfolio, value $234,241.

    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 31,944 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $293,246.

    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).