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Disclosery

Corient Private Wealth LP: TS position timeline

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

Corient Private Wealth LP held 21,428 TS 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 21,428 shares
    Change vs previous 13F -2,642 shares

    <0.01% of the 13F portfolio, value $1,189,293.

    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: 18,328 shares
    • Corient IA LP: 3,100 shares

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

  2. period ended2026-03-31
    13F 24,070 shares
    Change vs previous 13F +2,258 shares

    <0.01% of the 13F portfolio, value $1,377,811.

    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: 14,740 shares
    • Corient IA LP: 9,330 shares

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

  3. period ended2025-12-31
    13F/A 21,812 shares
    Change vs previous 13F -20,802 shares

    <0.01% of the 13F portfolio, value $838,673.

    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: 12,482 shares
    • Corient IA LP: 9,330 shares

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

  4. period ended2025-09-30
    13F 42,614 shares
    Change vs previous 13F +16,075 shares

    <0.01% of the 13F portfolio, value $1,524,304.

    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: 27,614 shares
    • Corient IA LP: 15,000 shares

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

  5. period ended2025-06-30
    13F/A 26,539 shares
    Change vs previous 13F +631 shares

    <0.01% of the 13F portfolio, value $992,559.

    13F-HR 0002058426-25-000004 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 11,539 shares
    • Corient IA LP: 15,000 shares

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

  6. period ended2025-03-31
    13F 25,908 shares
    Change vs previous 13F -5,755 shares

    <0.01% of the 13F portfolio, value $1,013,261.

    13F-HR 0002058426-25-000002 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 10,908 shares
    • Corient IA LP: 15,000 shares

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

  7. period ended2024-12-31
    13F 31,663 shares
    Change vs previous 13F -630 shares

    <0.01% of the 13F portfolio, value $1,196,546.

    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 32,293 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,026,596.

    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).