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Disclosery

Corient Private Wealth LP: CRGY position timeline

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

Corient Private Wealth LP held 229,407 CRGY 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 229,407 shares
    Change vs previous 13F +205,423 shares

    <0.01% of the 13F portfolio, value $2,252,780.

    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 23,984 shares
    Change vs previous 13F -4,747 shares

    <0.01% of the 13F portfolio, value $322,071.

    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 28,731 shares
    Change vs previous 13F +11,063 shares

    <0.01% of the 13F portfolio, value $241,388.

    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 17,668 shares
    Change vs previous 13F +713 shares

    <0.01% of the 13F portfolio, value $157,604.

    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 16,955 shares
    Change vs previous 13F +5,330 shares

    <0.01% of the 13F portfolio, value $145,812.

    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 11,625 shares
    Change vs previous 13F -15,312 shares

    <0.01% of the 13F portfolio, value $130,665.

    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 26,937 shares
    Change vs previous 13F -8,537 shares

    <0.01% of the 13F portfolio, value $393,549.

    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 35,474 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $388,441.

    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).