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Disclosery

Corient Private Wealth LP: EIX position timeline

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

Corient Private Wealth LP held 136,621 EIX 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 136,621 shares
    Change vs previous 13F +45,336 shares

    0.01% of the 13F portfolio, value $10,171,402.

    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 91,285 shares
    Change vs previous 13F +53,506 shares

    0.01% of the 13F portfolio, value $6,605,181.

    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 37,779 shares
    Change vs previous 13F +15,559 shares

    <0.01% of the 13F portfolio, value $2,233,848.

    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 22,220 shares
    Change vs previous 13F -8,814 shares

    <0.01% of the 13F portfolio, value $1,228,273.

    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 31,034 shares
    Change vs previous 13F -8,093 shares

    <0.01% of the 13F portfolio, value $1,601,402.

    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 39,127 shares
    Change vs previous 13F -17,158 shares

    <0.01% of the 13F portfolio, value $2,305,422.

    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 56,285 shares
    Change vs previous 13F +351 shares

    0.01% of the 13F portfolio, value $4,493,861.

    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 55,934 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,871,272.

    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).