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Corient Private Wealth LP: WPC position timeline

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

Corient Private Wealth LP held 93,777 WPC 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 93,777 shares
    Change vs previous 13F -3,334 shares

    0.01% of the 13F portfolio, value $6,705,041.

    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 97,111 shares
    Change vs previous 13F +52,434 shares

    0.01% of the 13F portfolio, value $6,566,420.

    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 44,677 shares
    Change vs previous 13F -2,165 shares

    <0.01% of the 13F portfolio, value $2,875,428.

    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 46,842 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $3,165,121.

    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 46,828 shares
    Change vs previous 13F -3,422 shares

    <0.01% of the 13F portfolio, value $2,921,237.

    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 50,250 shares
    Change vs previous 13F +4,349 shares

    0.01% of the 13F portfolio, value $3,171,565.

    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 45,901 shares
    Change vs previous 13F -12,115 shares

    <0.01% of the 13F portfolio, value $2,500,863.

    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 58,016 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,614,317.

    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).