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Disclosery

Corient Private Wealth LP: WAFD position timeline

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

Corient Private Wealth LP held 68,899 WAFD 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 68,899 shares
    Change vs previous 13F +14,326 shares

    <0.01% of the 13F portfolio, value $2,643,656.

    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 54,573 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $1,713,592.

    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 54,299 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $1,739,197.

    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 54,258 shares
    Change vs previous 13F +273 shares

    <0.01% of the 13F portfolio, value $1,643,483.

    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 53,985 shares
    Change vs previous 13F -74 shares

    <0.01% of the 13F portfolio, value $1,580,681.

    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 54,059 shares
    Change vs previous 13F -208 shares

    <0.01% of the 13F portfolio, value $1,545,006.

    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 54,267 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $1,749,568.

    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 54,249 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,890,578.

    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).