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Corient Private Wealth LP: WDC position timeline

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

Corient Private Wealth LP held 53,573 WDC 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 53,573 shares
    Change vs previous 13F -13,812 shares

    0.05% of the 13F portfolio, value $34,218,570.

    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: 51,543 shares
    • Corient IA LP: 2,030 shares

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

  2. period ended2026-03-31
    13F 67,385 shares
    Change vs previous 13F +5,206 shares

    0.03% of the 13F portfolio, value $17,895,887.

    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: 65,355 shares
    • Corient IA LP: 2,030 shares

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

  3. period ended2025-12-31
    13F/A 62,179 shares
    Change vs previous 13F +1,409 shares

    0.01% of the 13F portfolio, value $10,712,174.

    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: 59,679 shares
    • Corient IA LP: 2,500 shares

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

  4. period ended2025-09-30
    13F 60,770 shares
    Change vs previous 13F +11,212 shares

    0.01% of the 13F portfolio, value $7,296,082.

    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: 58,270 shares
    • Corient IA LP: 2,500 shares

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

  5. period ended2025-06-30
    13F/A 49,558 shares
    Change vs previous 13F +17,404 shares

    <0.01% of the 13F portfolio, value $3,171,244.

    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 32,154 shares
    Change vs previous 13F +2,416 shares

    <0.01% of the 13F portfolio, value $1,299,990.

    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 29,738 shares
    Change vs previous 13F -7,528 shares

    <0.01% of the 13F portfolio, value $1,773,278.

    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 37,266 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,544,897.

    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).