Skip to content
Disclosery

Corient Private Wealth LP: W position timeline

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

Corient Private Wealth LP held 142,162 W 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 142,162 shares
    Change vs previous 13F +81,719 shares

    0.02% of the 13F portfolio, value $13,138,569.

    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: 135,582 shares
    • Corient IA LP: 6,580 shares

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

  2. period ended2026-03-31
    13F 60,443 shares
    Change vs previous 13F +40,178 shares

    0.01% of the 13F portfolio, value $4,537,129.

    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: 53,863 shares
    • Corient IA LP: 6,580 shares

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

  3. period ended2025-12-31
    13F/A 20,265 shares
    Change vs previous 13F +1,890 shares

    <0.01% of the 13F portfolio, value $2,035,040.

    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: 12,765 shares
    • Corient IA LP: 7,500 shares

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

  4. period ended2025-09-30
    13F 18,375 shares
    Change vs previous 13F +10,875 shares

    <0.01% of the 13F portfolio, value $1,641,439.

    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: 10,875 shares
    • Corient IA LP: 7,500 shares

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

  5. period ended2025-06-30
    13F/A 7,500 shares
    Change vs previous 13F -6,890 shares

    0.23% of the 13F portfolio, value $383,550.

    13F-HR 0002058426-25-000004 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 0 shares
    • Corient IA LP: 7,500 shares

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

  6. period ended2025-03-31
    13F 14,390 shares
    Change vs previous 13F +3,503 shares

    <0.01% of the 13F portfolio, value $460,915.

    13F-HR 0002058426-25-000002 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 6,890 shares
    • Corient IA LP: 7,500 shares

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

  7. period ended2024-12-31
    13F 10,887 shares
    Change vs previous 13F -4,264 shares

    <0.01% of the 13F portfolio, value $482,512.

    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 15,151 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $851,155.

    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).