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Disclosery

Corient Private Wealth LP: CWI position timeline

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

Corient Private Wealth LP held 13,291 CWI 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 13,291 shares
    Change vs previous 13F -31,532 shares

    <0.01% of the 13F portfolio, value $540,527.

    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 44,823 shares
    Change vs previous 13F -1,046 shares

    <0.01% of the 13F portfolio, value $1,640,061.

    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 45,869 shares
    Change vs previous 13F -1,258 shares

    <0.01% of the 13F portfolio, value $1,647,603.

    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 47,127 shares
    Change vs previous 13F -270 shares

    <0.01% of the 13F portfolio, value $1,645,688.

    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 47,397 shares
    Change vs previous 13F +1,617 shares

    <0.01% of the 13F portfolio, value $1,547,997.

    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 45,780 shares
    Change vs previous 13F -15,827 shares

    <0.01% of the 13F portfolio, value $1,354,177.

    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 61,607 shares
    Change vs previous 13F -705 shares

    <0.01% of the 13F portfolio, value $1,721,303.

    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 62,312 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,896,851.

    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).