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Disclosery

Corient Private Wealth LP: CAG position timeline

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

Corient Private Wealth LP held 1,356,285 CAG 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 1,356,285 shares
    Change vs previous 13F +1,176,752 shares

    0.03% of the 13F portfolio, value $18,255,597.

    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 179,533 shares
    Change vs previous 13F +3,518 shares

    <0.01% of the 13F portfolio, value $2,807,263.

    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 176,015 shares
    Change vs previous 13F -46,053 shares

    <0.01% of the 13F portfolio, value $3,051,168.

    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 222,068 shares
    Change vs previous 13F +73,578 shares

    0.01% of the 13F portfolio, value $4,066,058.

    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 148,490 shares
    Change vs previous 13F +17,749 shares

    <0.01% of the 13F portfolio, value $3,039,593.

    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 130,741 shares
    Change vs previous 13F -2,260 shares

    0.01% of the 13F portfolio, value $3,486,886.

    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 133,001 shares
    Change vs previous 13F -3,517 shares

    0.01% of the 13F portfolio, value $3,690,819.

    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 136,518 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,439,534.

    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).