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Disclosery

Corient Private Wealth LP: TIP position timeline

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

Corient Private Wealth LP held 38,468 TIP 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 38,468 shares
    Change vs previous 13F -3,910 shares

    0.01% of the 13F portfolio, value $4,209,527.

    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 42,378 shares
    Change vs previous 13F +3,400 shares

    0.01% of the 13F portfolio, value $4,410,491.

    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 38,978 shares
    Change vs previous 13F +4,545 shares

    0.01% of the 13F portfolio, value $4,284,347.

    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 34,433 shares
    Change vs previous 13F -4,773 shares

    0.01% of the 13F portfolio, value $3,829,682.

    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 39,206 shares
    Change vs previous 13F -59,606 shares

    0.01% of the 13F portfolio, value $4,314,278.

    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 98,812 shares
    Change vs previous 13F +47,194 shares

    0.02% of the 13F portfolio, value $10,977,390.

    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 51,618 shares
    Change vs previous 13F -7,364 shares

    0.01% of the 13F portfolio, value $5,499,968.

    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 58,982 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,515,885.

    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).