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Disclosery

Corient Private Wealth LP: KEX position timeline

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

Corient Private Wealth LP held 3,200 KEX 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 3,200 shares
    Change vs previous 13F +481 shares

    <0.01% of the 13F portfolio, value $435,138.

    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 2,719 shares
    Change vs previous 13F -28,925 shares

    <0.01% of the 13F portfolio, value $354,962.

    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 31,644 shares
    Change vs previous 13F +721 shares

    <0.01% of the 13F portfolio, value $3,486,565.

    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 30,923 shares
    Change vs previous 13F -737 shares

    <0.01% of the 13F portfolio, value $2,580,545.

    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 31,660 shares
    Change vs previous 13F +434 shares

    <0.01% of the 13F portfolio, value $3,590,588.

    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 31,226 shares
    Change vs previous 13F +312 shares

    0.01% of the 13F portfolio, value $3,154,140.

    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 30,914 shares
    Change vs previous 13F +140 shares

    0.01% of the 13F portfolio, value $3,270,701.

    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 30,774 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,767,662.

    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).