Position in TREE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,229,490
New position
Shares Held
27,760
first reported quarter
Ownership
0.198%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 186 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $6,731,503 across 5 Financial Conglomerates names. TREE ranks #3 (18.3% of the industry book) .
All Filings in TREE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,490 | 27,760 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||