Skip to content
Disclosery

Corient Private Wealth LP: CM position timeline

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

Corient Private Wealth LP held 15,861 CM 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 15,861 shares
    Change vs previous 13F +307 shares

    <0.01% of the 13F portfolio, value $1,824,649.

    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 15,554 shares
    Change vs previous 13F -436 shares

    <0.01% of the 13F portfolio, value $1,469,030.

    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 15,990 shares
    Change vs previous 13F +1,473 shares

    <0.01% of the 13F portfolio, value $1,449,127.

    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 14,517 shares
    Change vs previous 13F +643 shares

    <0.01% of the 13F portfolio, value $1,159,712.

    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 13,874 shares
    Change vs previous 13F +3,818 shares

    <0.01% of the 13F portfolio, value $982,681.

    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 10,056 shares
    Change vs previous 13F -6,083 shares

    <0.01% of the 13F portfolio, value $566,154.

    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 16,139 shares
    Change vs previous 13F -201 shares

    <0.01% of the 13F portfolio, value $1,020,503.

    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 16,340 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,002,282.

    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).