Skip to content
Disclosery

Corient Private Wealth LP: TM position timeline

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

Corient Private Wealth LP held 21,095 TM 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 21,095 shares
    Change vs previous 13F -4,250 shares

    <0.01% of the 13F portfolio, value $3,553,312.

    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: 20,435 shares
    • Corient IA LP: 660 shares

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

  2. period ended2026-03-31
    13F 25,345 shares
    Change vs previous 13F -2,648 shares

    0.01% of the 13F portfolio, value $5,191,380.

    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: 23,355 shares
    • Corient IA LP: 1,990 shares

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

  3. period ended2025-12-31
    13F/A 27,993 shares
    Change vs previous 13F -3,655 shares

    0.01% of the 13F portfolio, value $5,993,050.

    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: 26,003 shares
    • Corient IA LP: 1,990 shares

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

  4. period ended2025-09-30
    13F 31,648 shares
    Change vs previous 13F +4,595 shares

    0.01% of the 13F portfolio, value $6,047,690.

    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: 28,648 shares
    • Corient IA LP: 3,000 shares

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

  5. period ended2025-06-30
    13F/A 27,053 shares
    Change vs previous 13F +289 shares

    0.01% of the 13F portfolio, value $4,660,216.

    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: 24,053 shares
    • Corient IA LP: 3,000 shares

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

  6. period ended2025-03-31
    13F 26,764 shares
    Change vs previous 13F -1,873 shares

    0.01% of the 13F portfolio, value $4,724,822.

    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: 23,764 shares
    • Corient IA LP: 3,000 shares

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

  7. period ended2024-12-31
    13F 28,637 shares
    Change vs previous 13F -991 shares

    0.01% of the 13F portfolio, value $5,573,174.

    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 29,628 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,290,728.

    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).