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Disclosery

Corient Private Wealth LP: EFG position timeline

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

Corient Private Wealth LP held 116,161 EFG 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 116,161 shares
    Change vs previous 13F -193,729 shares

    0.02% of the 13F portfolio, value $14,452,854.

    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 309,890 shares
    Change vs previous 13F -8,340 shares

    0.05% of the 13F portfolio, value $34,404,268.

    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 318,230 shares
    Change vs previous 13F +57,564 shares

    0.05% of the 13F portfolio, value $36,256,984.

    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 260,666 shares
    Change vs previous 13F -40,417 shares

    0.05% of the 13F portfolio, value $29,684,697.

    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 301,083 shares
    Change vs previous 13F +45,869 shares

    0.04% of the 13F portfolio, value $33,721,309.

    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 255,214 shares
    Change vs previous 13F -12,751 shares

    0.04% of the 13F portfolio, value $25,521,452.

    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 267,965 shares
    Change vs previous 13F -7,121 shares

    0.04% of the 13F portfolio, value $25,947,122.

    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 275,086 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $29,613,053.

    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).