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Disclosery

Corient Private Wealth LP: WOR position timeline

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

Corient Private Wealth LP held 11,332 WOR 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 11,332 shares
    Change vs previous 13F -486 shares

    <0.01% of the 13F portfolio, value $609,209.

    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 11,818 shares
    Change vs previous 13F -372 shares

    <0.01% of the 13F portfolio, value $614,941.

    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 12,190 shares
    Change vs previous 13F +2,138 shares

    <0.01% of the 13F portfolio, value $628,640.

    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 10,052 shares
    Change vs previous 13F -3,046 shares

    <0.01% of the 13F portfolio, value $557,786.

    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 13,098 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $833,557.

    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 13,098 shares
    Change vs previous 13F +470 shares

    <0.01% of the 13F portfolio, value $656,079.

    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 12,628 shares
    Change vs previous 13F -130 shares

    <0.01% of the 13F portfolio, value $506,510.

    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 12,758 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $528,820.

    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).