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Disclosery

Corient Private Wealth LP: CHRW position timeline

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

Corient Private Wealth LP held 42,906 CHRW 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 42,906 shares
    Change vs previous 13F +9,602 shares

    0.01% of the 13F portfolio, value $8,081,060.

    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 33,304 shares
    Change vs previous 13F +9,876 shares

    0.01% of the 13F portfolio, value $5,517,609.

    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 23,428 shares
    Change vs previous 13F -6,793 shares

    0.01% of the 13F portfolio, value $3,766,151.

    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 30,221 shares
    Change vs previous 13F +545 shares

    0.01% of the 13F portfolio, value $4,001,195.

    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 29,676 shares
    Change vs previous 13F -545 shares

    <0.01% of the 13F portfolio, value $2,847,480.

    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 30,221 shares
    Change vs previous 13F -2,820 shares

    0.01% of the 13F portfolio, value $3,095,318.

    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 33,041 shares
    Change vs previous 13F -2,224 shares

    0.01% of the 13F portfolio, value $3,413,863.

    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 35,265 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,892,167.

    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).