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Disclosery

Corient Private Wealth LP: WEX position timeline

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

Corient Private Wealth LP held 29,984 WEX 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 29,984 shares
    Change vs previous 13F +15,733 shares

    0.01% of the 13F portfolio, value $4,230,413.

    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 14,251 shares
    Change vs previous 13F +4,903 shares

    <0.01% of the 13F portfolio, value $2,150,187.

    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 9,348 shares
    Change vs previous 13F +860 shares

    <0.01% of the 13F portfolio, value $1,392,736.

    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 8,488 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $1,337,169.

    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 8,509 shares
    Change vs previous 13F -440 shares

    <0.01% of the 13F portfolio, value $1,249,888.

    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 8,949 shares
    Change vs previous 13F -131 shares

    <0.01% of the 13F portfolio, value $1,405,173.

    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 9,080 shares
    Change vs previous 13F -1,731 shares

    <0.01% of the 13F portfolio, value $1,591,907.

    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 10,811 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,267,392.

    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).