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Disclosery

Corient Private Wealth LP: CVBF position timeline

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

Corient Private Wealth LP held 38,139 CVBF 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 38,139 shares
    Change vs previous 13F +18,035 shares

    <0.01% of the 13F portfolio, value $860,036.

    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 20,104 shares
    Change vs previous 13F +507 shares

    <0.01% of the 13F portfolio, value $389,825.

    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 19,597 shares
    Change vs previous 13F +283 shares

    <0.01% of the 13F portfolio, value $364,501.

    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 19,314 shares
    Change vs previous 13F +409 shares

    <0.01% of the 13F portfolio, value $365,231.

    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 18,905 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $374,130.

    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 18,937 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $349,591.

    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 19,012 shares
    Change vs previous 13F -10,272 shares

    <0.01% of the 13F portfolio, value $407,062.

    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 29,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $521,853.

    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).