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Disclosery

Corient Private Wealth LP: CNX position timeline

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

Corient Private Wealth LP held 40,301 CNX 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 40,301 shares
    Change vs previous 13F +3,768 shares

    <0.01% of the 13F portfolio, value $1,367,415.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 31,411 shares
    • Corient IA LP: 8,890 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,533 shares
    Change vs previous 13F -712 shares

    <0.01% of the 13F portfolio, value $1,407,272.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 27,643 shares
    • Corient IA LP: 8,890 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 37,245 shares
    Change vs previous 13F -13,808 shares

    <0.01% of the 13F portfolio, value $1,369,500.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 27,245 shares
    • Corient IA LP: 10,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,053 shares
    Change vs previous 13F +5,486 shares

    <0.01% of the 13F portfolio, value $1,639,824.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 41,053 shares
    • Corient IA LP: 10,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 45,567 shares
    Change vs previous 13F -4,618 shares

    <0.01% of the 13F portfolio, value $1,534,697.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 35,567 shares
    • Corient IA LP: 10,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 50,185 shares
    Change vs previous 13F -1,761 shares

    <0.01% of the 13F portfolio, value $1,579,824.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 40,185 shares
    • Corient IA LP: 10,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 51,946 shares
    Change vs previous 13F +7,464 shares

    <0.01% of the 13F portfolio, value $1,903,383.

    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 44,482 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,448,778.

    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).