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Disclosery

Corient Private Wealth LP: CPRT position timeline

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

Corient Private Wealth LP held 251,789 CPRT 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 251,789 shares
    Change vs previous 13F -20,728 shares

    0.01% of the 13F portfolio, value $7,097,934.

    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: 245,329 shares
    • Corient IA LP: 6,460 shares

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

  2. period ended2026-03-31
    13F 272,517 shares
    Change vs previous 13F -401,356 shares

    0.01% of the 13F portfolio, value $8,977,982.

    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: 266,057 shares
    • Corient IA LP: 6,460 shares

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

  3. period ended2025-12-31
    13F/A 673,873 shares
    Change vs previous 13F +426,720 shares

    0.04% of the 13F portfolio, value $26,423,334.

    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 ended2024-09-30
    13F 247,153 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $12,950,830.

    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).