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Disclosery

Corient Private Wealth LP: CXT position timeline

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

Corient Private Wealth LP held 22,179 CXT 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 22,179 shares
    Change vs previous 13F +2,892 shares

    <0.01% of the 13F portfolio, value $1,134,686.

    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 19,287 shares
    Change vs previous 13F -1,345 shares

    <0.01% of the 13F portfolio, value $782,855.

    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 20,632 shares
    Change vs previous 13F +10,435 shares

    <0.01% of the 13F portfolio, value $971,462.

    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 10,197 shares
    Change vs previous 13F -8,664 shares

    <0.01% of the 13F portfolio, value $683,929.

    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 18,861 shares
    Change vs previous 13F -1,323 shares

    <0.01% of the 13F portfolio, value $1,016,628.

    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 20,184 shares
    Change vs previous 13F -955 shares

    <0.01% of the 13F portfolio, value $1,037,461.

    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 21,139 shares
    Change vs previous 13F +1,154 shares

    <0.01% of the 13F portfolio, value $1,230,740.

    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 19,985 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,121,161.

    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).