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Disclosery

Corient Private Wealth LP: CPT position timeline

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

Corient Private Wealth LP held 120,014 CPT 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 120,014 shares
    Change vs previous 13F +33,175 shares

    0.02% of the 13F portfolio, value $13,740,481.

    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 86,839 shares
    Change vs previous 13F +46,105 shares

    0.01% of the 13F portfolio, value $8,440,171.

    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 40,734 shares
    Change vs previous 13F +5,089 shares

    0.01% of the 13F portfolio, value $4,484,671.

    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 35,645 shares
    Change vs previous 13F -377 shares

    0.01% of the 13F portfolio, value $3,806,280.

    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 36,022 shares
    Change vs previous 13F -3,181 shares

    0.01% of the 13F portfolio, value $4,059,423.

    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 39,203 shares
    Change vs previous 13F -4,861 shares

    0.01% of the 13F portfolio, value $4,794,662.

    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 44,064 shares
    Change vs previous 13F -2,777 shares

    0.01% of the 13F portfolio, value $5,113,273.

    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 46,841 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,786,237.

    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).