Skip to content

Corient Private Wealth LP: WAT position timeline

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

Corient Private Wealth LP held 13,721 WAT 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 13,721 shares
    Change vs previous 13F -1,722 shares

    0.01% of the 13F portfolio, value $5,146,001.

    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 15,443 shares
    Change vs previous 13F +9,820 shares

    0.01% of the 13F portfolio, value $4,538,987.

    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 5,623 shares
    Change vs previous 13F +924 shares

    <0.01% of the 13F portfolio, value $2,136,516.

    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 4,699 shares
    Change vs previous 13F -1,251 shares

    <0.01% of the 13F portfolio, value $1,408,939.

    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 5,950 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $2,076,878.

    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 5,989 shares
    Change vs previous 13F +425 shares

    <0.01% of the 13F portfolio, value $2,207,464.

    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 5,564 shares
    Change vs previous 13F -1,615 shares

    <0.01% of the 13F portfolio, value $2,064,227.

    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 7,179 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,583,562.

    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).