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Corient Private Wealth LP: UFPI position timeline

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

Corient Private Wealth LP held 9,601 UFPI 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 9,601 shares
    Change vs previous 13F +1,336 shares

    <0.01% of the 13F portfolio, value $871,223.

    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: 7,181 shares
    • Corient IA LP: 2,420 shares

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

  2. period ended2026-03-31
    13F 8,265 shares
    Change vs previous 13F -3,782 shares

    <0.01% of the 13F portfolio, value $761,364.

    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: 5,845 shares
    • Corient IA LP: 2,420 shares

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

  3. period ended2025-12-31
    13F/A 12,047 shares
    Change vs previous 13F -1,371 shares

    <0.01% of the 13F portfolio, value $1,098,377.

    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: 9,047 shares
    • Corient IA LP: 3,000 shares

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

  4. period ended2025-09-30
    13F 13,418 shares
    Change vs previous 13F +2,882 shares

    <0.01% of the 13F portfolio, value $1,254,507.

    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: 10,418 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 10,536 shares
    Change vs previous 13F -232 shares

    <0.01% of the 13F portfolio, value $1,046,838.

    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: 7,536 shares
    • Corient IA LP: 3,000 shares

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

  6. period ended2025-03-31
    13F 10,768 shares
    Change vs previous 13F -1,086 shares

    <0.01% of the 13F portfolio, value $1,152,772.

    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: 7,768 shares
    • Corient IA LP: 3,000 shares

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

  7. period ended2024-12-31
    13F 11,854 shares
    Change vs previous 13F -1,455 shares

    <0.01% of the 13F portfolio, value $1,334,737.

    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 13,309 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,746,271.

    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).