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Disclosery

Corient Private Wealth LP: CNC position timeline

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

Corient Private Wealth LP held 433,628 CNC 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 433,628 shares
    Change vs previous 13F +286,687 shares

    0.04% of the 13F portfolio, value $27,834,640.

    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 146,941 shares
    Change vs previous 13F -10,578 shares

    0.01% of the 13F portfolio, value $4,791,684.

    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 157,519 shares
    Change vs previous 13F +27,639 shares

    0.01% of the 13F portfolio, value $6,481,959.

    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 129,880 shares
    Change vs previous 13F +24,442 shares

    0.01% of the 13F portfolio, value $4,634,468.

    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 105,438 shares
    Change vs previous 13F +22,409 shares

    0.01% of the 13F portfolio, value $5,723,190.

    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 83,029 shares
    Change vs previous 13F -762 shares

    0.01% of the 13F portfolio, value $5,040,770.

    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 83,791 shares
    Change vs previous 13F -9,243 shares

    0.01% of the 13F portfolio, value $5,076,422.

    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 93,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,003,636.

    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).