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Disclosery

Corient Private Wealth LP: CDE position timeline

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

Corient Private Wealth LP held 12,132 CDE 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 12,132 shares
    Change vs previous 13F -150,083 shares

    <0.01% of the 13F portfolio, value $197,997.

    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 162,215 shares
    Change vs previous 13F +90,764 shares

    <0.01% of the 13F portfolio, value $3,043,426.

    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 71,451 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $1,273,972.

    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 71,403 shares
    Change vs previous 13F -11,108 shares

    <0.01% of the 13F portfolio, value $1,339,522.

    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 82,511 shares
    Change vs previous 13F -2,208 shares

    <0.01% of the 13F portfolio, value $731,048.

    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 84,719 shares
    Change vs previous 13F +15,696 shares

    <0.01% of the 13F portfolio, value $501,538.

    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 69,023 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $394,813.

    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 69,013 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $474,810.

    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).