Skip to content
Disclosery

Corient Private Wealth LP: WELL position timeline

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

Corient Private Wealth LP held 103,863 WELL 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 103,863 shares
    Change vs previous 13F -7,315 shares

    0.03% of the 13F portfolio, value $23,573,569.

    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: 101,833 shares
    • Corient IA LP: 2,030 shares

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

  2. period ended2026-03-31
    13F 111,178 shares
    Change vs previous 13F +54,611 shares

    0.03% of the 13F portfolio, value $21,905,386.

    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: 109,148 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 56,567 shares
    Change vs previous 13F +3,915 shares

    0.01% of the 13F portfolio, value $10,503,557.

    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: 54,067 shares
    • Corient IA LP: 2,500 shares

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

  4. period ended2025-09-30
    13F 52,652 shares
    Change vs previous 13F +6,251 shares

    0.01% of the 13F portfolio, value $9,379,721.

    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: 50,152 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 46,401 shares
    Change vs previous 13F -1,300 shares

    0.01% of the 13F portfolio, value $7,133,272.

    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: 43,901 shares
    • Corient IA LP: 2,500 shares

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

  6. period ended2025-03-31
    13F 47,701 shares
    Change vs previous 13F +5,113 shares

    0.01% of the 13F portfolio, value $7,308,433.

    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: 45,201 shares
    • Corient IA LP: 2,500 shares

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

  7. period ended2024-12-31
    13F 42,588 shares
    Change vs previous 13F -1,439 shares

    0.01% of the 13F portfolio, value $5,367,517.

    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 44,027 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,636,926.

    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).