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Disclosery

Corient Private Wealth LP: WFC position timeline

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

Corient Private Wealth LP held 1,559,804 WFC 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 1,559,804 shares
    Change vs previous 13F +8,752 shares

    0.18% of the 13F portfolio, value $128,902,208.

    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 1,551,052 shares
    Change vs previous 13F -188,128 shares

    0.18% of the 13F portfolio, value $123,022,652.

    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 1,739,180 shares
    Change vs previous 13F +153,936 shares

    0.22% of the 13F portfolio, value $162,257,557.

    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 1,585,244 shares
    Change vs previous 13F -147,756 shares

    0.21% of the 13F portfolio, value $132,618,613.

    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 1,733,000 shares
    Change vs previous 13F +11,116 shares

    0.18% of the 13F portfolio, value $138,848,247.

    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 1,721,884 shares
    Change vs previous 13F -135,962 shares

    0.2% of the 13F portfolio, value $123,614,350.

    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 1,857,846 shares
    Change vs previous 13F +3,506 shares

    0.22% of the 13F portfolio, value $129,802,349.

    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 1,854,340 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $104,751,727.

    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).