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Disclosery

Corient Private Wealth LP: CASY position timeline

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

Corient Private Wealth LP held 207,925 CASY 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 207,925 shares
    Change vs previous 13F +8,546 shares

    0.23% of the 13F portfolio, value $165,256,482.

    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: 206,053 shares
    • Corient IA LP: 1,872 shares

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

  2. period ended2026-03-31
    13F 199,379 shares
    Change vs previous 13F -15,633 shares

    0.2% of the 13F portfolio, value $143,039,582.

    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: 197,507 shares
    • Corient IA LP: 1,872 shares

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

  3. period ended2025-12-31
    13F/A 215,012 shares
    Change vs previous 13F +16,657 shares

    0.16% of the 13F portfolio, value $119,027,913.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 212,920 shares
    • Corient IA LP: 2,092 shares

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

  4. period ended2025-09-30
    13F 198,355 shares
    Change vs previous 13F +9,906 shares

    0.18% of the 13F portfolio, value $112,134,305.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 196,263 shares
    • Corient IA LP: 2,092 shares

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

  5. period ended2025-06-30
    13F/A 188,449 shares
    Change vs previous 13F +22,581 shares

    0.13% of the 13F portfolio, value $96,135,613.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 186,357 shares
    • Corient IA LP: 2,092 shares

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

  6. period ended2025-03-31
    13F 165,868 shares
    Change vs previous 13F +58,240 shares

    0.12% of the 13F portfolio, value $71,993,276.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 163,776 shares
    • Corient IA LP: 2,092 shares

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

  7. period ended2024-12-31
    13F 107,628 shares
    Change vs previous 13F +24,925 shares

    0.07% of the 13F portfolio, value $42,645,570.

    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 82,703 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $31,072,586.

    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).