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Disclosery

Corient Private Wealth LP: CME position timeline

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

Corient Private Wealth LP held 262,371 CME 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 262,371 shares
    Change vs previous 13F +104,730 shares

    0.08% of the 13F portfolio, value $57,939,521.

    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 157,641 shares
    Change vs previous 13F +4,586 shares

    0.07% of the 13F portfolio, value $46,414,460.

    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 153,055 shares
    Change vs previous 13F +25,468 shares

    0.06% of the 13F portfolio, value $41,815,225.

    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 127,587 shares
    Change vs previous 13F +34,474 shares

    0.05% of the 13F portfolio, value $32,283,560.

    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 93,113 shares
    Change vs previous 13F -4,405 shares

    0.03% of the 13F portfolio, value $25,663,887.

    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 97,518 shares
    Change vs previous 13F +3,950 shares

    0.04% of the 13F portfolio, value $25,871,374.

    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 93,568 shares
    Change vs previous 13F +845 shares

    0.04% of the 13F portfolio, value $21,730,579.

    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 92,723 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $20,459,213.

    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).