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Disclosery

Corient Private Wealth LP: CC position timeline

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

Corient Private Wealth LP held 30,644 CC 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 30,644 shares
    Change vs previous 13F +3,432 shares

    <0.01% of the 13F portfolio, value $628,827.

    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 27,212 shares
    Change vs previous 13F -4,468 shares

    <0.01% of the 13F portfolio, value $596,166.

    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 31,680 shares
    Change vs previous 13F +12,328 shares

    <0.01% of the 13F portfolio, value $373,716.

    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 19,352 shares
    Change vs previous 13F -3,338 shares

    <0.01% of the 13F portfolio, value $306,544.

    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 22,690 shares
    Change vs previous 13F +3,357 shares

    <0.01% of the 13F portfolio, value $259,806.

    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 19,333 shares
    Change vs previous 13F +5,905 shares

    <0.01% of the 13F portfolio, value $261,586.

    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 13,428 shares
    Change vs previous 13F +604 shares

    <0.01% of the 13F portfolio, value $226,951.

    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 12,824 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $260,593.

    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).