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Disclosery

Corient Private Wealth LP: XYZ position timeline

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

Corient Private Wealth LP held 190,785 XYZ 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 190,785 shares
    Change vs previous 13F +37,156 shares

    0.02% of the 13F portfolio, value $14,499,627.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 188,755 shares
    • Corient IA LP: 2,030 shares

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

  2. period ended2026-03-31
    13F 153,629 shares
    Change vs previous 13F +124,684 shares

    0.01% of the 13F portfolio, value $9,208,799.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 151,599 shares
    • Corient IA LP: 2,030 shares

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

  3. period ended2025-12-31
    13F/A 28,945 shares
    Change vs previous 13F +3,598 shares

    <0.01% of the 13F portfolio, value $1,884,062.

    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 25,347 shares
    Change vs previous 13F +2,382 shares

    <0.01% of the 13F portfolio, value $1,831,885.

    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 22,965 shares
    Change vs previous 13F -4,810 shares

    <0.01% of the 13F portfolio, value $1,560,013.

    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 27,775 shares
    Change vs previous 13F -1,751 shares

    <0.01% of the 13F portfolio, value $1,509,018.

    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 29,526 shares
    Change vs previous 13F -5,864 shares

    <0.01% of the 13F portfolio, value $2,509,436.

    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 35,390 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,375,711.

    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).