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Disclosery

Corient Private Wealth LP: CWEN position timeline

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

Corient Private Wealth LP held 39,619 CWEN 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 39,619 shares
    Change vs previous 13F -27,344 shares

    <0.01% of the 13F portfolio, value $1,354,182.

    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 66,963 shares
    Change vs previous 13F +27,332 shares

    <0.01% of the 13F portfolio, value $2,630,667.

    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 39,631 shares
    Change vs previous 13F +24,201 shares

    <0.01% of the 13F portfolio, value $1,318,128.

    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 15,430 shares
    Change vs previous 13F +3,741 shares

    <0.01% of the 13F portfolio, value $435,899.

    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 11,689 shares
    Change vs previous 13F +875 shares

    <0.01% of the 13F portfolio, value $374,048.

    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 10,814 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,290.

    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).