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Disclosery

Corient Private Wealth LP: WY position timeline

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

Corient Private Wealth LP held 148,671 WY 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 148,671 shares
    Change vs previous 13F +29,396 shares

    <0.01% of the 13F portfolio, value $3,559,212.

    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 119,275 shares
    Change vs previous 13F -64,728 shares

    <0.01% of the 13F portfolio, value $2,910,614.

    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 184,003 shares
    Change vs previous 13F +14,492 shares

    0.01% of the 13F portfolio, value $4,377,629.

    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 169,511 shares
    Change vs previous 13F -15,282 shares

    0.01% of the 13F portfolio, value $4,202,216.

    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: 169,511 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 184,793 shares
    Change vs previous 13F -33,892 shares

    0.01% of the 13F portfolio, value $4,747,350.

    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: 174,793 shares
    • Corient IA LP: 10,000 shares

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

  6. period ended2025-03-31
    13F 218,685 shares
    Change vs previous 13F -48,214 shares

    0.01% of the 13F portfolio, value $6,403,119.

    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: 208,685 shares
    • Corient IA LP: 10,000 shares

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

  7. period ended2024-12-31
    13F 266,899 shares
    Change vs previous 13F -27,832 shares

    0.01% of the 13F portfolio, value $7,513,252.

    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 294,731 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,979,619.

    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).