Skip to content
Disclosery

Corient Private Wealth LP: CSGP position timeline

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

Corient Private Wealth LP held 81,676 CSGP 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 81,676 shares
    Change vs previous 13F +2,275 shares

    <0.01% of the 13F portfolio, value $2,313,066.

    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 79,401 shares
    Change vs previous 13F -7,599 shares

    <0.01% of the 13F portfolio, value $3,159,506.

    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 87,000 shares
    Change vs previous 13F -25,361 shares

    0.01% of the 13F portfolio, value $5,850,265.

    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 112,361 shares
    Change vs previous 13F -6,109 shares

    0.01% of the 13F portfolio, value $9,479,929.

    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 118,470 shares
    Change vs previous 13F -14,126 shares

    0.01% of the 13F portfolio, value $9,524,988.

    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 132,596 shares
    Change vs previous 13F -226,054 shares

    0.02% of the 13F portfolio, value $10,505,584.

    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 358,650 shares
    Change vs previous 13F -184,051 shares

    0.04% of the 13F portfolio, value $25,675,754.

    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 542,701 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $40,941,363.

    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).