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Disclosery

Corient Private Wealth LP: COST position timeline

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

Corient Private Wealth LP held 755,456 COST 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 755,456 shares
    Change vs previous 13F -3,530 shares

    0.98% of the 13F portfolio, value $706,709,171.

    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: 754,706 shares
    • Corient IA LP: 750 shares

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

  2. period ended2026-03-31
    13F 758,986 shares
    Change vs previous 13F -100,433 shares

    1.05% of the 13F portfolio, value $732,824,833.

    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 859,419 shares
    Change vs previous 13F +206,482 shares

    1.01% of the 13F portfolio, value $741,439,921.

    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: 859,419 shares
    • Corient IA LP: 0 shares

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

  4. period ended2025-09-30
    13F 652,937 shares
    Change vs previous 13F -194,443 shares

    0.95% of the 13F portfolio, value $604,100,227.

    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: 652,437 shares
    • Corient IA LP: 500 shares

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

  5. period ended2025-06-30
    13F/A 847,380 shares
    Change vs previous 13F -380,415 shares

    1.12% of the 13F portfolio, value $838,854,652.

    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: 847,380 shares
    • Corient IA LP: 0 shares

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

  6. period ended2025-03-31
    13F 1,227,795 shares
    Change vs previous 13F -146,373 shares

    1.89% of the 13F portfolio, value $1,161,230,628.

    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: 1,227,295 shares
    • Corient IA LP: 500 shares

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

  7. period ended2024-12-31
    13F 1,374,168 shares
    Change vs previous 13F -7,278 shares

    2.08% of the 13F portfolio, value $1,254,435,092.

    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 1,381,446 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $1,224,680,426.

    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).