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Disclosery

Corient Private Wealth LP: CLS position timeline

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

Corient Private Wealth LP held 12,654 CLS 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 12,654 shares
    Change vs previous 13F +2,981 shares

    0.01% of the 13F portfolio, value $4,616,051.

    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 9,673 shares
    Change vs previous 13F +325 shares

    <0.01% of the 13F portfolio, value $2,718,989.

    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 9,348 shares
    Change vs previous 13F +1,308 shares

    <0.01% of the 13F portfolio, value $2,763,641.

    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 8,040 shares
    Change vs previous 13F -7,075 shares

    <0.01% of the 13F portfolio, value $1,980,875.

    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 15,115 shares
    Change vs previous 13F +6,718 shares

    <0.01% of the 13F portfolio, value $2,359,603.

    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 8,397 shares
    Change vs previous 13F +247 shares

    <0.01% of the 13F portfolio, value $661,767.

    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 8,150 shares
    Change vs previous 13F +650 shares

    <0.01% of the 13F portfolio, value $752,246.

    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 7,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $383,400.

    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).