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Disclosery

Corient Private Wealth LP: WSM position timeline

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

Corient Private Wealth LP held 107,568 WSM 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 107,568 shares
    Change vs previous 13F -70,688 shares

    0.03% of the 13F portfolio, value $25,073,973.

    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 178,256 shares
    Change vs previous 13F +45,785 shares

    0.05% of the 13F portfolio, value $32,079,355.

    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 132,471 shares
    Change vs previous 13F +15,452 shares

    0.03% of the 13F portfolio, value $23,667,761.

    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 117,019 shares
    Change vs previous 13F +2,741 shares

    0.04% of the 13F portfolio, value $22,871,561.

    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 114,278 shares
    Change vs previous 13F +1,755 shares

    0.02% of the 13F portfolio, value $18,669,850.

    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 112,523 shares
    Change vs previous 13F -1,524 shares

    0.03% of the 13F portfolio, value $17,790,328.

    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 114,047 shares
    Change vs previous 13F +6,757 shares

    0.03% of the 13F portfolio, value $20,727,567.

    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 107,290 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $16,621,300.

    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).