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Disclosery

Corient Private Wealth LP: Z position timeline

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

Corient Private Wealth LP held 17,090 Z 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 17,090 shares
    Change vs previous 13F +9,249 shares

    <0.01% of the 13F portfolio, value $538,686.

    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: 17,090 shares
    • Corient IA LP: 0 shares

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

  2. period ended2026-03-31
    13F 7,841 shares
    Change vs previous 13F -3,676 shares

    <0.01% of the 13F portfolio, value $315,206.

    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: 5,181 shares
    • Corient IA LP: 2,660 shares

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

  3. period ended2025-12-31
    13F/A 11,517 shares
    Change vs previous 13F -1,147 shares

    <0.01% of the 13F portfolio, value $786,031.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 8,517 shares
    • Corient IA LP: 3,000 shares

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

  4. period ended2025-09-30
    13F 12,664 shares
    Change vs previous 13F -270 shares

    <0.01% of the 13F portfolio, value $975,763.

    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: 9,664 shares
    • Corient IA LP: 3,000 shares

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

  5. period ended2025-06-30
    13F/A 12,934 shares
    Change vs previous 13F -48 shares

    <0.01% of the 13F portfolio, value $906,028.

    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: 9,934 shares
    • Corient IA LP: 3,000 shares

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

  6. period ended2025-03-31
    13F 12,982 shares
    Change vs previous 13F -1,481 shares

    <0.01% of the 13F portfolio, value $890,047.

    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: 9,982 shares
    • Corient IA LP: 3,000 shares

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

  7. period ended2024-12-31
    13F 14,463 shares
    Change vs previous 13F -3,807 shares

    <0.01% of the 13F portfolio, value $1,070,985.

    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 18,270 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,166,540.

    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).