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Disclosery

Corient Capital Partners, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Capital Partners, LLC on CRM, newest first. How the timeline and the estimate are built.

Corient Capital Partners, LLC held 24,403 CRM shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 24,403 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $4,027,000.

    13F-HR 0001951757-22-000013 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 24,403 shares
    Change vs previous 13F -787 shares

    0.31% of the 13F portfolio, value $4,027,000.

    13F-HR 0001688519-22-000003 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 25,190 shares
    Change vs previous 13F -551 shares

    0.35% of the 13F portfolio, value $5,348,000.

    13F-HR 0001688519-22-000002 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 25,741 shares
    Change vs previous 13F -925 shares

    0.43% of the 13F portfolio, value $6,542,000.

    13F-HR 0001688519-22-000001 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 26,666 shares
    Change vs previous 13F +6,948 shares

    0.53% of the 13F portfolio, value $7,232,000.

    13F-HR 0001688519-21-000005 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 19,718 shares
    Change vs previous 13F +1,745 shares

    0.35% of the 13F portfolio, value $4,816,000.

    13F-HR 0001688519-21-000004 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 17,973 shares
    Change vs previous 13F -1,249 shares

    0.33% of the 13F portfolio, value $3,808,000.

    13F-HR 0001688519-21-000003 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 19,222 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,278,000.

    13F-HR 0001688519-21-000001 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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