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Disclosery

Corient Private Wealth LP: TDY position timeline

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

Corient Private Wealth LP held 5,290 TDY 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 5,290 shares
    Change vs previous 13F -139 shares

    <0.01% of the 13F portfolio, value $3,527,542.

    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: 4,543 shares
    • Corient IA LP: 747 shares

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

  2. period ended2026-03-31
    13F 5,429 shares
    Change vs previous 13F +529 shares

    <0.01% of the 13F portfolio, value $3,212,851.

    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: 4,539 shares
    • Corient IA LP: 890 shares

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

  3. period ended2025-12-31
    13F/A 4,900 shares
    Change vs previous 13F -430 shares

    <0.01% of the 13F portfolio, value $2,504,092.

    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: 3,900 shares
    • Corient IA LP: 1,000 shares

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

  4. period ended2025-09-30
    13F 5,330 shares
    Change vs previous 13F +893 shares

    <0.01% of the 13F portfolio, value $3,123,329.

    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: 4,330 shares
    • Corient IA LP: 1,000 shares

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

  5. period ended2025-06-30
    13F/A 4,437 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $2,273,122.

    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: 3,437 shares
    • Corient IA LP: 1,000 shares

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

  6. period ended2025-03-31
    13F 4,451 shares
    Change vs previous 13F -411 shares

    <0.01% of the 13F portfolio, value $2,215,309.

    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: 3,451 shares
    • Corient IA LP: 1,000 shares

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

  7. period ended2024-12-31
    13F 4,862 shares
    Change vs previous 13F -169 shares

    <0.01% of the 13F portfolio, value $2,256,602.

    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 5,031 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,201,869.

    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).