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Disclosery

Corient Private Wealth LP: CDW position timeline

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

Corient Private Wealth LP held 40,277 CDW 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 40,277 shares
    Change vs previous 13F -68,746 shares

    0.01% of the 13F portfolio, value $5,664,637.

    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 109,023 shares
    Change vs previous 13F +70,754 shares

    0.02% of the 13F portfolio, value $13,207,772.

    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 38,269 shares
    Change vs previous 13F +2,349 shares

    0.01% of the 13F portfolio, value $5,212,939.

    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 35,920 shares
    Change vs previous 13F -6,188 shares

    0.01% of the 13F portfolio, value $5,721,321.

    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: 35,920 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 42,108 shares
    Change vs previous 13F -8,644 shares

    0.01% of the 13F portfolio, value $7,520,164.

    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: 40,210 shares
    • Corient IA LP: 1,898 shares

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

  6. period ended2025-03-31
    13F 50,752 shares
    Change vs previous 13F -50,026 shares

    0.01% of the 13F portfolio, value $8,133,601.

    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: 48,854 shares
    • Corient IA LP: 1,898 shares

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

  7. period ended2024-12-31
    13F 100,778 shares
    Change vs previous 13F -23,090 shares

    0.03% of the 13F portfolio, value $17,539,461.

    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 123,868 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $28,031,436.

    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).