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Disclosery

Corient Private Wealth LP: CFR position timeline

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

Corient Private Wealth LP held 14,429 CFR 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 14,429 shares
    Change vs previous 13F -2,059 shares

    <0.01% of the 13F portfolio, value $2,229,541.

    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 16,488 shares
    Change vs previous 13F -34,072 shares

    <0.01% of the 13F portfolio, value $2,258,902.

    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 50,560 shares
    Change vs previous 13F +33,697 shares

    0.01% of the 13F portfolio, value $6,404,444.

    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 16,863 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $2,137,620.

    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 16,889 shares
    Change vs previous 13F +2,542 shares

    <0.01% of the 13F portfolio, value $2,170,826.

    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 14,347 shares
    Change vs previous 13F -382 shares

    <0.01% of the 13F portfolio, value $1,797,081.

    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 14,729 shares
    Change vs previous 13F +3,898 shares

    <0.01% of the 13F portfolio, value $1,978,069.

    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 10,831 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,211,679.

    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).