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Disclosery

Corient Private Wealth LP: TER position timeline

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

Corient Private Wealth LP held 80,468 TER 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 80,468 shares
    Change vs previous 13F -5,248 shares

    0.05% of the 13F portfolio, value $38,933,600.

    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: 79,583 shares
    • Corient IA LP: 885 shares

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

  2. period ended2026-03-31
    13F 85,716 shares
    Change vs previous 13F +31,616 shares

    0.04% of the 13F portfolio, value $25,109,758.

    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: 84,831 shares
    • Corient IA LP: 885 shares

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

  3. period ended2025-12-31
    13F/A 54,100 shares
    Change vs previous 13F +7,100 shares

    0.01% of the 13F portfolio, value $10,472,142.

    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 47,000 shares
    Change vs previous 13F +15,461 shares

    0.01% of the 13F portfolio, value $6,469,119.

    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 31,539 shares
    Change vs previous 13F -7,848 shares

    <0.01% of the 13F portfolio, value $2,835,969.

    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 39,387 shares
    Change vs previous 13F -2,369 shares

    0.01% of the 13F portfolio, value $3,253,479.

    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 41,756 shares
    Change vs previous 13F -9,390 shares

    0.01% of the 13F portfolio, value $5,258,107.

    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 51,146 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,850,021.

    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).