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Disclosery

Corient Private Wealth LP: CX position timeline

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

Corient Private Wealth LP held 62,522 CX 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 62,522 shares
    Change vs previous 13F +3,752 shares

    <0.01% of the 13F portfolio, value $750,259.

    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 58,770 shares
    Change vs previous 13F -490 shares

    <0.01% of the 13F portfolio, value $670,583.

    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 59,260 shares
    Change vs previous 13F -136,355 shares

    <0.01% of the 13F portfolio, value $680,898.

    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 195,615 shares
    Change vs previous 13F +11,999 shares

    <0.01% of the 13F portfolio, value $1,758,581.

    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 183,616 shares
    Change vs previous 13F -4,190 shares

    <0.01% of the 13F portfolio, value $1,272,458.

    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 187,806 shares
    Change vs previous 13F -2,671 shares

    <0.01% of the 13F portfolio, value $1,053,591.

    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 190,477 shares
    Change vs previous 13F -5,284 shares

    <0.01% of the 13F portfolio, value $1,074,290.

    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 195,761 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,194,144.

    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).