Corient Private Wealth LLC

Business address
830 Brickell Plaza, Suite 4800, Miami, FL, 33131
Top securities (13F)
MSFT, AAPL, IVV, NVDA, VOO, VEA, AMZN, GOOGL, AVGO, GOOG, JPM, SPY, BRKB, META, VUG, V, COST, VTI, ABBV, and JNJ
State of incorporation
DE
Fiscal year end
31 December
Former names
CI Private Wealth, LLC (to 15 May 2023)
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Corient Private Wealth LLC has filed 15 SEC EDGAR filings since 15 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-23108
13F-HR/A Open Document Open Filing 26 Sep 2025 30 Jun 2025 028-23108
N-PX Open Document Open Filing 29 Aug 2025 30 Jun 2025 028-23108
13F-HR Open Document Open Filing 15 Aug 2025 30 Jun 2025 028-23108
13F-HR Open Document Open Filing 14 May 2025 31 Mar 2025 028-23108
13F-HR Open Document Open Filing 10 Feb 2025 31 Dec 2024 028-23108
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-23108
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-23108
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-23108
13F-HR Open Document Open Filing 09 May 2024 31 Mar 2024 028-23108
13F-HR Open Document Open Filing 09 Feb 2024 31 Dec 2023 028-23108
13F-HR Open Document Open Filing 03 Nov 2023 30 Sep 2023 028-23108
13F-HR Open Document Open Filing 10 Aug 2023 30 Jun 2023 028-23108
13F-HR Open Document Open Filing 15 May 2023 31 Mar 2023 028-23108
13F-HR Open Document Open Filing 15 Feb 2023 31 Dec 2022 028-23108