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Disclosery

Corient Private Wealth LP: WM position timeline

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

Corient Private Wealth LP held 292,888 WM 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 292,888 shares
    Change vs previous 13F -26,230 shares

    0.09% of the 13F portfolio, value $65,278,949.

    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: 291,268 shares
    • Corient IA LP: 1,620 shares

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

  2. period ended2026-03-31
    13F 319,118 shares
    Change vs previous 13F +499 shares

    0.1% of the 13F portfolio, value $72,627,161.

    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: 317,498 shares
    • Corient IA LP: 1,620 shares

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

  3. period ended2025-12-31
    13F/A 318,619 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $70,019,353.

    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).