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Disclosery

Corient Private Wealth LP: TFSL position timeline

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

Corient Private Wealth LP held 109,494 TFSL 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 109,494 shares
    Change vs previous 13F +4,350 shares

    <0.01% of the 13F portfolio, value $1,940,228.

    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 105,144 shares
    Change vs previous 13F +80,825 shares

    <0.01% of the 13F portfolio, value $1,471,374.

    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 24,319 shares
    Change vs previous 13F +5,094 shares

    <0.01% of the 13F portfolio, value $325,387.

    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 19,225 shares
    Change vs previous 13F +8,200 shares

    <0.01% of the 13F portfolio, value $253,290.

    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 11,025 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $142,775.

    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 11,007 shares
    Change vs previous 13F -648 shares

    <0.01% of the 13F portfolio, value $136,377.

    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 11,655 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $146,388.

    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).