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Disclosery

Corient Private Wealth LP: C position timeline

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

Corient Private Wealth LP held 564,137 C 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 564,137 shares
    Change vs previous 13F -62,908 shares

    0.11% of the 13F portfolio, value $78,956,471.

    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 627,045 shares
    Change vs previous 13F +102,471 shares

    0.1% of the 13F portfolio, value $70,322,610.

    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 524,574 shares
    Change vs previous 13F +82,674 shares

    0.08% of the 13F portfolio, value $61,215,270.

    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 441,900 shares
    Change vs previous 13F -26,724 shares

    0.07% of the 13F portfolio, value $44,853,272.

    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 468,624 shares
    Change vs previous 13F -11,243 shares

    0.05% of the 13F portfolio, value $39,889,157.

    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 479,867 shares
    Change vs previous 13F +12,393 shares

    0.06% of the 13F portfolio, value $34,065,887.

    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 467,474 shares
    Change vs previous 13F +17,590 shares

    0.05% of the 13F portfolio, value $32,442,133.

    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 449,884 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $28,162,620.

    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).