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Disclosery

Corient Private Wealth LP: EFV position timeline

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

Corient Private Wealth LP held 226,909 EFV 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 226,909 shares
    Change vs previous 13F +3,117 shares

    0.02% of the 13F portfolio, value $17,369,896.

    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 223,792 shares
    Change vs previous 13F +4,760 shares

    0.02% of the 13F portfolio, value $16,527,205.

    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 219,032 shares
    Change vs previous 13F +17,235 shares

    0.02% of the 13F portfolio, value $15,642,634.

    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 201,797 shares
    Change vs previous 13F -29,227 shares

    0.02% of the 13F portfolio, value $13,687,907.

    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 231,024 shares
    Change vs previous 13F -3,326 shares

    0.02% of the 13F portfolio, value $14,665,381.

    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 234,350 shares
    Change vs previous 13F -13,625 shares

    0.02% of the 13F portfolio, value $13,812,626.

    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 247,975 shares
    Change vs previous 13F +88 shares

    0.02% of the 13F portfolio, value $13,011,281.

    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 247,887 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $14,260,914.

    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).