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Disclosery

Corient Private Wealth LP: WMT position timeline

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

Corient Private Wealth LP held 1,636,955 WMT 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 1,636,955 shares
    Change vs previous 13F -403,673 shares

    0.26% of the 13F portfolio, value $185,401,623.

    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: 1,636,955 shares
    • Corient IA LP: 0 shares

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

  2. period ended2026-03-31
    13F 2,040,628 shares
    Change vs previous 13F -101,844 shares

    0.36% of the 13F portfolio, value $251,403,427.

    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: 2,028,628 shares
    • Corient IA LP: 12,000 shares

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

  3. period ended2025-12-31
    13F/A 2,142,472 shares
    Change vs previous 13F +216,172 shares

    0.32% of the 13F portfolio, value $238,818,611.

    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: 2,128,972 shares
    • Corient IA LP: 13,500 shares

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

  4. period ended2025-09-30
    13F 1,926,300 shares
    Change vs previous 13F -144,798 shares

    0.31% of the 13F portfolio, value $194,961,601.

    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: 1,912,800 shares
    • Corient IA LP: 13,500 shares

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

  5. period ended2025-06-30
    13F/A 2,071,098 shares
    Change vs previous 13F -10,160 shares

    0.27% of the 13F portfolio, value $202,512,076.

    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: 2,057,598 shares
    • Corient IA LP: 13,500 shares

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

  6. period ended2025-03-31
    13F 2,081,258 shares
    Change vs previous 13F -193,534 shares

    0.3% of the 13F portfolio, value $182,720,654.

    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: 2,067,758 shares
    • Corient IA LP: 13,500 shares

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

  7. period ended2024-12-31
    13F 2,274,792 shares
    Change vs previous 13F -227,329 shares

    0.34% of the 13F portfolio, value $202,958,837.

    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 2,502,121 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $202,046,219.

    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).