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Disclosery

Corient Private Wealth LP: CRM position timeline

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

Corient Private Wealth LP held 284,957 CRM 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 284,957 shares
    Change vs previous 13F -134,172 shares

    0.06% of the 13F portfolio, value $44,642,394.

    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: 283,337 shares
    • Corient IA LP: 1,620 shares

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

  2. period ended2026-03-31
    13F 419,129 shares
    Change vs previous 13F -23,704 shares

    0.11% of the 13F portfolio, value $78,454,815.

    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: 417,509 shares
    • Corient IA LP: 1,620 shares

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

  3. period ended2025-12-31
    13F/A 442,833 shares
    Change vs previous 13F +22,388 shares

    0.16% of the 13F portfolio, value $117,319,457.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 440,833 shares
    • Corient IA LP: 2,000 shares

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

  4. period ended2025-09-30
    13F 420,445 shares
    Change vs previous 13F -32,835 shares

    0.16% of the 13F portfolio, value $99,646,704.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 418,445 shares
    • Corient IA LP: 2,000 shares

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

  5. period ended2025-06-30
    13F/A 453,280 shares
    Change vs previous 13F -26,430 shares

    0.16% of the 13F portfolio, value $123,605,431.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 451,280 shares
    • Corient IA LP: 2,000 shares

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

  6. period ended2025-03-31
    13F 479,710 shares
    Change vs previous 13F -7,303 shares

    0.21% of the 13F portfolio, value $128,735,460.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 477,710 shares
    • Corient IA LP: 2,000 shares

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

  7. period ended2024-12-31
    13F 487,013 shares
    Change vs previous 13F +2,655 shares

    0.27% of the 13F portfolio, value $162,237,040.

    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 484,358 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $132,573,714.

    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).