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Disclosery

Corient Private Wealth LP: EFA position timeline

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

Corient Private Wealth LP held 1,655,900 EFA 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 1,655,900 shares
    Change vs previous 13F -371,302 shares

    0.24% of the 13F portfolio, value $172,014,670.

    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 2,027,202 shares
    Change vs previous 13F -303,914 shares

    0.28% of the 13F portfolio, value $196,097,233.

    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 2,331,116 shares
    Change vs previous 13F +195,099 shares

    0.3% of the 13F portfolio, value $223,653,393.

    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 2,136,017 shares
    Change vs previous 13F -3,632,262 shares

    0.31% of the 13F portfolio, value $199,439,842.

    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 5,768,279 shares
    Change vs previous 13F +1,939,941 shares

    0.67% of the 13F portfolio, value $504,180,995.

    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 3,828,338 shares
    Change vs previous 13F +1,964,455 shares

    0.51% of the 13F portfolio, value $312,890,590.

    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 1,863,883 shares
    Change vs previous 13F -29,673 shares

    0.23% of the 13F portfolio, value $137,720,503.

    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 1,893,556 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $147,653,298.

    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).