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Disclosery

Corient Private Wealth LP: CPK position timeline

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

Corient Private Wealth LP held 6,828 CPK 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 6,828 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $836,295.

    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 6,714 shares
    Change vs previous 13F -151 shares

    <0.01% of the 13F portfolio, value $848,492.

    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 6,865 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $856,633.

    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 6,827 shares
    Change vs previous 13F +3,254 shares

    <0.01% of the 13F portfolio, value $919,570.

    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 3,573 shares
    Change vs previous 13F -44 shares

    <0.01% of the 13F portfolio, value $429,589.

    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 3,617 shares
    Change vs previous 13F -4,196 shares

    <0.01% of the 13F portfolio, value $464,578.

    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 7,813 shares
    Change vs previous 13F +64 shares

    <0.01% of the 13F portfolio, value $948,148.

    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 7,749 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $962,193.

    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).