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Disclosery

Corient Private Wealth LP: TV position timeline

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

Corient Private Wealth LP held 220,000 TV 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 220,000 shares
    Change vs previous 13F -17,022 shares

    <0.01% of the 13F portfolio, value $596,200.

    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 237,022 shares
    Change vs previous 13F -2,130 shares

    <0.01% of the 13F portfolio, value $689,735.

    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 239,152 shares
    Change vs previous 13F +290 shares

    <0.01% of the 13F portfolio, value $695,934.

    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 238,862 shares
    Change vs previous 13F +1,685 shares

    <0.01% of the 13F portfolio, value $642,540.

    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 237,177 shares
    Change vs previous 13F +6,518 shares

    <0.01% of the 13F portfolio, value $519,419.

    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 230,659 shares
    Change vs previous 13F +8,559 shares

    <0.01% of the 13F portfolio, value $403,653.

    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 222,100 shares
    Change vs previous 13F -26,215 shares

    <0.01% of the 13F portfolio, value $373,128.

    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 248,315 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $635,686.

    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).