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Disclosery

Corient Private Wealth LP: COP position timeline

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

Corient Private Wealth LP held 511,363 COP 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 511,363 shares
    Change vs previous 13F -28,918 shares

    0.07% of the 13F portfolio, value $53,161,435.

    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 540,281 shares
    Change vs previous 13F +3,995 shares

    0.1% of the 13F portfolio, value $67,435,265.

    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 536,286 shares
    Change vs previous 13F -11,039 shares

    0.07% of the 13F portfolio, value $50,242,666.

    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 547,325 shares
    Change vs previous 13F -44,176 shares

    0.08% of the 13F portfolio, value $51,771,255.

    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: 547,325 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 591,501 shares
    Change vs previous 13F +9,696 shares

    0.07% of the 13F portfolio, value $53,081,375.

    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: 588,951 shares
    • Corient IA LP: 2,550 shares

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

  6. period ended2025-03-31
    13F 581,805 shares
    Change vs previous 13F -144,510 shares

    0.1% of the 13F portfolio, value $61,101,449.

    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: 579,255 shares
    • Corient IA LP: 2,550 shares

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

  7. period ended2024-12-31
    13F 726,315 shares
    Change vs previous 13F +3,077 shares

    0.11% of the 13F portfolio, value $68,645,283.

    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 723,238 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $76,142,539.

    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).