Skip to content
Disclosery

Corient Private Wealth LP: XT position timeline

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

Corient Private Wealth LP held 8,281 XT 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 8,281 shares
    Change vs previous 13F +557 shares

    <0.01% of the 13F portfolio, value $684,259.

    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 7,724 shares
    Change vs previous 13F +2,822 shares

    <0.01% of the 13F portfolio, value $526,385.

    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 4,902 shares
    Change vs previous 13F -297 shares

    <0.01% of the 13F portfolio, value $341,866.

    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 5,199 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $374,019.

    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).