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Disclosery

Corient Private Wealth LP: CCEP position timeline

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

Corient Private Wealth LP held 8,696 CCEP 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 8,696 shares
    Change vs previous 13F -442 shares

    <0.01% of the 13F portfolio, value $870,251.

    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 9,138 shares
    Change vs previous 13F +410 shares

    <0.01% of the 13F portfolio, value $804,376.

    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 8,728 shares
    Change vs previous 13F +1,593 shares

    <0.01% of the 13F portfolio, value $791,746.

    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 7,135 shares
    Change vs previous 13F +2,129 shares

    <0.01% of the 13F portfolio, value $645,093.

    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 5,006 shares
    Change vs previous 13F +921 shares

    <0.01% of the 13F portfolio, value $464,174.

    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 4,085 shares
    Change vs previous 13F -328 shares

    <0.01% of the 13F portfolio, value $355,534.

    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 4,413 shares
    Change vs previous 13F +1,211 shares

    <0.01% of the 13F portfolio, value $339,035.

    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 3,202 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,134.

    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).