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Disclosery

Corient Private Wealth LP: TFC position timeline

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

Corient Private Wealth LP held 190,797 TFC 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 190,797 shares
    Change vs previous 13F -40,104 shares

    0.01% of the 13F portfolio, value $9,505,464.

    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 230,901 shares
    Change vs previous 13F -9,758 shares

    0.02% of the 13F portfolio, value $10,564,473.

    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 240,659 shares
    Change vs previous 13F +10,447 shares

    0.02% of the 13F portfolio, value $11,844,058.

    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 230,212 shares
    Change vs previous 13F -34,546 shares

    0.02% of the 13F portfolio, value $10,525,317.

    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 264,758 shares
    Change vs previous 13F -292,923 shares

    0.02% of the 13F portfolio, value $11,381,912.

    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 557,681 shares
    Change vs previous 13F -9,467 shares

    0.04% of the 13F portfolio, value $22,948,674.

    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 567,148 shares
    Change vs previous 13F -60,743 shares

    0.04% of the 13F portfolio, value $24,601,002.

    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 627,891 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $26,854,921.

    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).