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Disclosery

Corient Private Wealth LP: CVSA position timeline

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

Corient Private Wealth LP held 137,903 CVSA 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 137,903 shares
    Change vs previous 13F +1,917 shares

    0.02% of the 13F portfolio, value $17,190,989.

    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 135,986 shares
    Change vs previous 13F +37,687 shares

    0.02% of the 13F portfolio, value $15,672,388.

    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 98,299 shares
    Change vs previous 13F +1,288 shares

    0.01% of the 13F portfolio, value $10,171,000.

    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 97,011 shares
    Change vs previous 13F -129 shares

    0.02% of the 13F portfolio, value $14,983,350.

    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 97,140 shares
    Change vs previous 13F +990 shares

    0.02% of the 13F portfolio, value $12,359,123.

    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 96,150 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $9,676,536.

    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 96,077 shares
    Change vs previous 13F +91,291 shares

    0.01% of the 13F portfolio, value $8,728,595.

    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 4,786 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $361,247.

    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).