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Disclosery

Corient Private Wealth LP: TT position timeline

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

Corient Private Wealth LP held 205,085 TT 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 205,085 shares
    Change vs previous 13F -148,797 shares

    0.14% of the 13F portfolio, value $100,729,304.

    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: 202,895 shares
    • Corient IA LP: 2,190 shares

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

  2. period ended2026-03-31
    13F 353,882 shares
    Change vs previous 13F -31,818 shares

    0.21% of the 13F portfolio, value $145,975,711.

    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: 351,692 shares
    • Corient IA LP: 2,190 shares

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

  3. period ended2025-12-31
    13F/A 385,700 shares
    Change vs previous 13F +38,437 shares

    0.2% of the 13F portfolio, value $150,214,083.

    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: 383,000 shares
    • Corient IA LP: 2,700 shares

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

  4. period ended2025-09-30
    13F 347,263 shares
    Change vs previous 13F -30,678 shares

    0.23% of the 13F portfolio, value $146,531,184.

    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: 344,563 shares
    • Corient IA LP: 2,700 shares

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

  5. period ended2025-06-30
    13F/A 377,941 shares
    Change vs previous 13F +61,856 shares

    0.22% of the 13F portfolio, value $165,314,592.

    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: 370,755 shares
    • Corient IA LP: 7,186 shares

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

  6. period ended2025-03-31
    13F 316,085 shares
    Change vs previous 13F +20,343 shares

    0.17% of the 13F portfolio, value $106,496,140.

    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: 312,499 shares
    • Corient IA LP: 3,586 shares

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

  7. period ended2024-12-31
    13F 295,742 shares
    Change vs previous 13F -859 shares

    0.18% of the 13F portfolio, value $108,847,844.

    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 296,601 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $115,297,415.

    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).