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Disclosery

Corient Private Wealth LP: CP position timeline

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

Corient Private Wealth LP held 327,880 CP 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 327,880 shares
    Change vs previous 13F -2,225 shares

    0.04% of the 13F portfolio, value $28,410,939.

    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: 326,780 shares
    • Corient IA LP: 1,100 shares

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

  2. period ended2026-03-31
    13F 330,105 shares
    Change vs previous 13F -30,574 shares

    0.04% of the 13F portfolio, value $25,911,885.

    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: 326,785 shares
    • Corient IA LP: 3,320 shares

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

  3. period ended2025-12-31
    13F/A 360,679 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $26,571,499.

    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).