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Disclosery

Corient Private Wealth LP: CFG position timeline

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

Corient Private Wealth LP held 240,566 CFG 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 240,566 shares
    Change vs previous 13F -8,590 shares

    0.02% of the 13F portfolio, value $16,856,501.

    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 249,156 shares
    Change vs previous 13F +142,310 shares

    0.02% of the 13F portfolio, value $14,751,149.

    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 106,846 shares
    Change vs previous 13F +14,965 shares

    0.01% of the 13F portfolio, value $6,241,326.

    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 91,881 shares
    Change vs previous 13F -556 shares

    0.01% of the 13F portfolio, value $4,884,446.

    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 92,437 shares
    Change vs previous 13F +2,570 shares

    0.01% of the 13F portfolio, value $4,136,588.

    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 89,867 shares
    Change vs previous 13F +4,332 shares

    0.01% of the 13F portfolio, value $3,681,924.

    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 85,535 shares
    Change vs previous 13F +802 shares

    0.01% of the 13F portfolio, value $3,743,073.

    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 84,733 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,479,973.

    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).