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Disclosery

Corient Private Wealth LP: EA position timeline

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

Corient Private Wealth LP held 95,198 EA 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 95,198 shares
    Change vs previous 13F -4,732 shares

    0.03% of the 13F portfolio, value $19,519,493.

    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 99,930 shares
    Change vs previous 13F +54,495 shares

    0.03% of the 13F portfolio, value $20,133,632.

    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 45,435 shares
    Change vs previous 13F +19,206 shares

    0.01% of the 13F portfolio, value $9,283,827.

    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 26,229 shares
    Change vs previous 13F -10,014 shares

    0.01% of the 13F portfolio, value $5,290,247.

    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 36,243 shares
    Change vs previous 13F -4,147 shares

    0.01% of the 13F portfolio, value $5,788,050.

    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 40,390 shares
    Change vs previous 13F -5,099 shares

    0.01% of the 13F portfolio, value $5,837,404.

    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 45,489 shares
    Change vs previous 13F -3,919 shares

    0.01% of the 13F portfolio, value $6,653,546.

    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 49,408 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,087,034.

    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).