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Disclosery

Corient Private Wealth LP: CF position timeline

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

Corient Private Wealth LP held 55,503 CF 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 55,503 shares
    Change vs previous 13F -98,475 shares

    0.01% of the 13F portfolio, value $6,008,849.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 51,963 shares
    • Corient IA LP: 3,540 shares

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

  2. period ended2026-03-31
    13F 153,978 shares
    Change vs previous 13F +127,355 shares

    0.03% of the 13F portfolio, value $19,831,394.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 150,438 shares
    • Corient IA LP: 3,540 shares

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

  3. period ended2025-12-31
    13F/A 26,623 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,058,776.

    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).