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Disclosery

Corient Private Wealth LP: UPWK position timeline

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

Corient Private Wealth LP held 20,208 UPWK 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 20,208 shares
    Change vs previous 13F -3,880 shares

    <0.01% of the 13F portfolio, value $168,938.

    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 24,088 shares
    Change vs previous 13F -34,195 shares

    <0.01% of the 13F portfolio, value $263,129.

    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 58,283 shares
    Change vs previous 13F +12,039 shares

    <0.01% of the 13F portfolio, value $1,155,170.

    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 46,244 shares
    Change vs previous 13F -33,966 shares

    <0.01% of the 13F portfolio, value $858,751.

    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 80,210 shares
    Change vs previous 13F -60,573 shares

    <0.01% of the 13F portfolio, value $1,078,017.

    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 140,783 shares
    Change vs previous 13F -31,799 shares

    <0.01% of the 13F portfolio, value $1,837,217.

    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 172,582 shares
    Change vs previous 13F +149,871 shares

    <0.01% of the 13F portfolio, value $2,821,717.

    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 22,711 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $237,331.

    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).