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Disclosery

Corient Private Wealth LP: USFD position timeline

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

Corient Private Wealth LP held 70,252 USFD 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 70,252 shares
    Change vs previous 13F -7,238 shares

    0.01% of the 13F portfolio, value $7,183,277.

    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 77,490 shares
    Change vs previous 13F +10,903 shares

    0.01% of the 13F portfolio, value $7,036,387.

    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 66,587 shares
    Change vs previous 13F +5,106 shares

    0.01% of the 13F portfolio, value $5,015,615.

    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 61,481 shares
    Change vs previous 13F +13,653 shares

    0.01% of the 13F portfolio, value $4,710,677.

    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 47,828 shares
    Change vs previous 13F -2,847 shares

    <0.01% of the 13F portfolio, value $3,683,237.

    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 50,675 shares
    Change vs previous 13F +2,713 shares

    0.01% of the 13F portfolio, value $3,317,185.

    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 47,962 shares
    Change vs previous 13F -2,497 shares

    0.01% of the 13F portfolio, value $3,235,575.

    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 50,459 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,103,231.

    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).