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Disclosery

Corient Private Wealth LP: TOTL position timeline

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

Corient Private Wealth LP held 1,704,332 TOTL 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 1,704,332 shares
    Change vs previous 13F +371,912 shares

    0.09% of the 13F portfolio, value $67,270,018.

    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 1,332,420 shares
    Change vs previous 13F +270,670 shares

    0.08% of the 13F portfolio, value $52,822,305.

    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 1,061,750 shares
    Change vs previous 13F +446,152 shares

    0.06% of the 13F portfolio, value $42,738,731.

    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 615,598 shares
    Change vs previous 13F +88,860 shares

    0.04% of the 13F portfolio, value $24,974,764.

    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 526,738 shares
    Change vs previous 13F +115,669 shares

    0.03% of the 13F portfolio, value $21,127,486.

    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 411,069 shares
    Change vs previous 13F +131,688 shares

    0.03% of the 13F portfolio, value $16,562,035.

    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 279,381 shares
    Change vs previous 13F +170,359 shares

    0.02% of the 13F portfolio, value $10,723,803.

    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 109,022 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,513,476.

    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).