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Disclosery

Corient Private Wealth LP: CAE position timeline

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

Corient Private Wealth LP held 14,856 CAE 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 14,856 shares
    Change vs previous 13F -2,246 shares

    <0.01% of the 13F portfolio, value $372,293.

    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: 12,196 shares
    • Corient IA LP: 2,660 shares

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

  2. period ended2026-03-31
    13F 17,102 shares
    Change vs previous 13F +3,953 shares

    <0.01% of the 13F portfolio, value $437,780.

    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: 14,442 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 13,149 shares
    Change vs previous 13F -3,381 shares

    <0.01% of the 13F portfolio, value $399,993.

    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 16,530 shares
    Change vs previous 13F +3,463 shares

    <0.01% of the 13F portfolio, value $489,949.

    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 13,067 shares
    Change vs previous 13F +770 shares

    <0.01% of the 13F portfolio, value $382,471.

    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 12,297 shares
    Change vs previous 13F -6,404 shares

    <0.01% of the 13F portfolio, value $302,384.

    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 18,701 shares
    Change vs previous 13F -7,680 shares

    <0.01% of the 13F portfolio, value $474,632.

    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 26,381 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $494,644.

    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).