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Disclosery

Corient Private Wealth LP: CWST position timeline

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

Corient Private Wealth LP held 31,217 CWST 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 31,217 shares
    Change vs previous 13F +24,171 shares

    <0.01% of the 13F portfolio, value $3,027,116.

    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 7,046 shares
    Change vs previous 13F -2,686 shares

    <0.01% of the 13F portfolio, value $558,240.

    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 9,732 shares
    Change vs previous 13F -5,824 shares

    <0.01% of the 13F portfolio, value $958,526.

    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 15,556 shares
    Change vs previous 13F +10,489 shares

    <0.01% of the 13F portfolio, value $1,475,954.

    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 5,067 shares
    Change vs previous 13F -102 shares

    <0.01% of the 13F portfolio, value $584,631.

    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 5,169 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $576,395.

    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 5,469 shares
    Change vs previous 13F -5,917 shares

    <0.01% of the 13F portfolio, value $578,674.

    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 11,386 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,132,793.

    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).