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Disclosery

Corient Private Wealth LP: CVS position timeline

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

Corient Private Wealth LP held 419,758 CVS 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 419,758 shares
    Change vs previous 13F -135,110 shares

    0.06% of the 13F portfolio, value $43,424,020.

    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 554,868 shares
    Change vs previous 13F +157,640 shares

    0.06% of the 13F portfolio, value $39,508,935.

    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 397,228 shares
    Change vs previous 13F +22,764 shares

    0.04% of the 13F portfolio, value $31,540,360.

    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 374,464 shares
    Change vs previous 13F -4,530 shares

    0.04% of the 13F portfolio, value $28,230,857.

    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 378,994 shares
    Change vs previous 13F -13,376 shares

    0.03% of the 13F portfolio, value $26,142,980.

    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 392,370 shares
    Change vs previous 13F -59,914 shares

    0.04% of the 13F portfolio, value $26,583,155.

    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 452,284 shares
    Change vs previous 13F -21,913 shares

    0.03% of the 13F portfolio, value $20,302,762.

    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 474,197 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $29,817,503.

    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).