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Disclosery

Corient Private Wealth LP: CE position timeline

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

Corient Private Wealth LP held 162,154 CE 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 162,154 shares
    Change vs previous 13F +60,317 shares

    0.01% of the 13F portfolio, value $7,459,127.

    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 101,837 shares
    Change vs previous 13F +70,044 shares

    0.01% of the 13F portfolio, value $6,667,933.

    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 31,793 shares
    Change vs previous 13F +19,289 shares

    <0.01% of the 13F portfolio, value $1,344,475.

    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 12,504 shares
    Change vs previous 13F +2,385 shares

    <0.01% of the 13F portfolio, value $526,189.

    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 10,119 shares
    Change vs previous 13F -4,734 shares

    <0.01% of the 13F portfolio, value $559,911.

    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 14,853 shares
    Change vs previous 13F +291 shares

    <0.01% of the 13F portfolio, value $843,234.

    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 14,562 shares
    Change vs previous 13F -330,880 shares

    <0.01% of the 13F portfolio, value $1,007,876.

    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 345,442 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $46,966,309.

    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).