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Disclosery

Corient Private Wealth LP: WDS position timeline

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

Corient Private Wealth LP held 46,280 WDS 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 46,280 shares
    Change vs previous 13F +3,185 shares

    <0.01% of the 13F portfolio, value $894,150.

    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 43,095 shares
    Change vs previous 13F +3,188 shares

    <0.01% of the 13F portfolio, value $1,018,581.

    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 39,907 shares
    Change vs previous 13F -2,827 shares

    <0.01% of the 13F portfolio, value $622,154.

    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 42,734 shares
    Change vs previous 13F +2,530 shares

    <0.01% of the 13F portfolio, value $643,135.

    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: 42,734 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 40,204 shares
    Change vs previous 13F -21,314 shares

    <0.01% of the 13F portfolio, value $620,348.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 26,590 shares
    • Corient IA LP: 13,614 shares

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

  6. period ended2025-03-31
    13F 61,518 shares
    Change vs previous 13F -46,525 shares

    <0.01% of the 13F portfolio, value $891,498.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 47,904 shares
    • Corient IA LP: 13,614 shares

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

  7. period ended2024-12-31
    13F 108,043 shares
    Change vs previous 13F +34,054 shares

    <0.01% of the 13F portfolio, value $1,685,473.

    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 73,989 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,275,572.

    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).