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Disclosery

Corient Private Wealth LP: CWT position timeline

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

Corient Private Wealth LP held 9,565 CWT 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 9,565 shares
    Change vs previous 13F +5,125 shares

    <0.01% of the 13F portfolio, value $465,373.

    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: 5,125 shares
    • Corient IA LP: 4,440 shares

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

  2. period ended2026-03-31
    13F 4,440 shares
    Change vs previous 13F -560 shares

    0.19% of the 13F portfolio, value $201,310.

    13F-HR 0002058426-26-000003 filed by Corient IA 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 5,000 shares
    Change vs previous 13F -8,925 shares

    0.2% of the 13F portfolio, value $216,650.

    13F-HR 0002058426-26-000002 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 0 shares
    • Corient IA LP: 5,000 shares

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

  4. period ended2025-09-30
    13F 13,925 shares
    Change vs previous 13F +4,243 shares

    <0.01% of the 13F portfolio, value $639,031.

    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: 8,925 shares
    • Corient IA LP: 5,000 shares

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

  5. period ended2025-06-30
    13F/A 9,682 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $440,351.

    13F-HR 0002058426-25-000004 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 4,682 shares
    • Corient IA LP: 5,000 shares

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

  6. period ended2025-03-31
    13F 9,743 shares
    Change vs previous 13F +323 shares

    <0.01% of the 13F portfolio, value $472,151.

    13F-HR 0002058426-25-000002 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 4,743 shares
    • Corient IA LP: 5,000 shares

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

  7. period ended2024-12-31
    13F 9,420 shares
    Change vs previous 13F +327 shares

    <0.01% of the 13F portfolio, value $427,003.

    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 9,093 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $493,015.

    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).