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Disclosery

Corient Private Wealth LP: CBSH position timeline

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

Corient Private Wealth LP held 17,906 CBSH 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 17,906 shares
    Change vs previous 13F +7,828 shares

    <0.01% of the 13F portfolio, value $1,034,104.

    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 10,078 shares
    Change vs previous 13F -2,926 shares

    <0.01% of the 13F portfolio, value $491,713.

    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 13,004 shares
    Change vs previous 13F +97 shares

    <0.01% of the 13F portfolio, value $682,953.

    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 12,907 shares
    Change vs previous 13F -1,247 shares

    <0.01% of the 13F portfolio, value $771,324.

    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 14,154 shares
    Change vs previous 13F -251 shares

    <0.01% of the 13F portfolio, value $847,008.

    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 14,405 shares
    Change vs previous 13F +611 shares

    <0.01% of the 13F portfolio, value $896,411.

    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 13,794 shares
    Change vs previous 13F +1,120 shares

    <0.01% of the 13F portfolio, value $859,552.

    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 12,674 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $752,821.

    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).