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Disclosery

Corient Private Wealth LP: WSO position timeline

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

Corient Private Wealth LP held 144,919 WSO 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 144,919 shares
    Change vs previous 13F +1,703 shares

    0.08% of the 13F portfolio, value $60,392,265.

    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 143,216 shares
    Change vs previous 13F -2,189 shares

    0.07% of the 13F portfolio, value $52,006,183.

    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 145,405 shares
    Change vs previous 13F -10,648 shares

    0.07% of the 13F portfolio, value $49,000,660.

    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 156,053 shares
    Change vs previous 13F +6,020 shares

    0.1% of the 13F portfolio, value $63,092,031.

    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 150,033 shares
    Change vs previous 13F +6,525 shares

    0.09% of the 13F portfolio, value $66,232,512.

    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 143,508 shares
    Change vs previous 13F -14,310 shares

    0.12% of the 13F portfolio, value $72,945,405.

    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 157,818 shares
    Change vs previous 13F -7,234 shares

    0.12% of the 13F portfolio, value $74,788,958.

    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 165,052 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $81,185,801.

    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).