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Disclosery

Corient Private Wealth LP: CR position timeline

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

Corient Private Wealth LP held 32,604 CR 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 32,604 shares
    Change vs previous 13F -5,253 shares

    0.01% of the 13F portfolio, value $7,272,872.

    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 37,857 shares
    Change vs previous 13F +135 shares

    0.01% of the 13F portfolio, value $6,472,680.

    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 37,722 shares
    Change vs previous 13F +24,705 shares

    0.01% of the 13F portfolio, value $6,957,231.

    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 13,017 shares
    Change vs previous 13F -27,370 shares

    <0.01% of the 13F portfolio, value $2,396,975.

    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 40,387 shares
    Change vs previous 13F -2,390 shares

    0.01% of the 13F portfolio, value $7,669,164.

    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 42,777 shares
    Change vs previous 13F -37 shares

    0.01% of the 13F portfolio, value $6,552,713.

    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 42,814 shares
    Change vs previous 13F +25,400 shares

    0.01% of the 13F portfolio, value $6,497,132.

    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 17,414 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,756,321.

    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).