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Disclosery

Corient Private Wealth LP: WST position timeline

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

Corient Private Wealth LP held 64,490 WST 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 64,490 shares
    Change vs previous 13F +5,161 shares

    0.03% of the 13F portfolio, value $23,152,103.

    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 59,329 shares
    Change vs previous 13F +30,979 shares

    0.02% of the 13F portfolio, value $14,844,392.

    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 28,350 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $7,800,133.

    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 28,326 shares
    Change vs previous 13F -24,402 shares

    0.01% of the 13F portfolio, value $7,430,932.

    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: 28,326 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 52,728 shares
    Change vs previous 13F -6,498 shares

    0.02% of the 13F portfolio, value $11,536,950.

    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: 50,933 shares
    • Corient IA LP: 1,795 shares

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

  6. period ended2025-03-31
    13F 59,226 shares
    Change vs previous 13F -44,855 shares

    0.02% of the 13F portfolio, value $13,259,687.

    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: 57,431 shares
    • Corient IA LP: 1,795 shares

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

  7. period ended2024-12-31
    13F 104,081 shares
    Change vs previous 13F -2,746 shares

    0.06% of the 13F portfolio, value $34,092,754.

    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 106,827 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $32,065,354.

    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).