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Disclosery

Corient Private Wealth LP: CW position timeline

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

Corient Private Wealth LP held 27,358 CW 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 27,358 shares
    Change vs previous 13F -1,321 shares

    0.03% of the 13F portfolio, value $20,730,625.

    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: 25,738 shares
    • Corient IA LP: 1,620 shares

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

  2. period ended2026-03-31
    13F 28,679 shares
    Change vs previous 13F +19,974 shares

    0.03% of the 13F portfolio, value $19,469,674.

    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: 27,059 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 8,705 shares
    Change vs previous 13F +221 shares

    0.01% of the 13F portfolio, value $4,803,409.

    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: 6,705 shares
    • Corient IA LP: 2,000 shares

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

  4. period ended2025-09-30
    13F 8,484 shares
    Change vs previous 13F +3,372 shares

    0.01% of the 13F portfolio, value $4,334,044.

    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: 6,484 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 5,112 shares
    Change vs previous 13F +194 shares

    <0.01% of the 13F portfolio, value $2,497,469.

    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: 3,112 shares
    • Corient IA LP: 2,000 shares

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

  6. period ended2025-03-31
    13F 4,918 shares
    Change vs previous 13F -4,847 shares

    <0.01% of the 13F portfolio, value $1,560,336.

    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: 2,918 shares
    • Corient IA LP: 2,000 shares

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

  7. period ended2024-12-31
    13F 9,765 shares
    Change vs previous 13F -220 shares

    0.01% of the 13F portfolio, value $3,465,307.

    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 9,985 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,281,970.

    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).