Skip to content
Disclosery

Corient Private Wealth LP: COWZ position timeline

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

Corient Private Wealth LP held 116,390 COWZ 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 116,390 shares
    Change vs previous 13F -4,363 shares

    0.01% of the 13F portfolio, value $7,239,439.

    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 120,753 shares
    Change vs previous 13F -114,548 shares

    0.01% of the 13F portfolio, value $6,375,966.

    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 235,301 shares
    Change vs previous 13F -310,319 shares

    0.02% of the 13F portfolio, value $14,158,280.

    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 545,620 shares
    Change vs previous 13F +502,086 shares

    0.05% of the 13F portfolio, value $31,356,777.

    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 43,534 shares
    Change vs previous 13F +18,191 shares

    <0.01% of the 13F portfolio, value $2,398,733.

    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 25,343 shares
    Change vs previous 13F +3,061 shares

    <0.01% of the 13F portfolio, value $1,387,773.

    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 22,282 shares
    Change vs previous 13F -351,811 shares

    <0.01% of the 13F portfolio, value $1,258,530.

    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 374,093 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $21,633,799.

    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).