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Disclosery

Corient Private Wealth LP: CPB position timeline

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

Corient Private Wealth LP held 103,027 CPB 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 103,027 shares
    Change vs previous 13F +75,257 shares

    <0.01% of the 13F portfolio, value $2,294,413.

    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 27,770 shares
    Change vs previous 13F +252 shares

    <0.01% of the 13F portfolio, value $558,924.

    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 27,518 shares
    Change vs previous 13F -7,352 shares

    <0.01% of the 13F portfolio, value $767,141.

    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 34,870 shares
    Change vs previous 13F +12,333 shares

    <0.01% of the 13F portfolio, value $1,101,208.

    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 22,537 shares
    Change vs previous 13F +3,860 shares

    <0.01% of the 13F portfolio, value $690,774.

    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 18,677 shares
    Change vs previous 13F -12,151 shares

    <0.01% of the 13F portfolio, value $745,604.

    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 30,828 shares
    Change vs previous 13F -74,718 shares

    <0.01% of the 13F portfolio, value $1,291,083.

    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 105,546 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,163,332.

    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).