Skip to content
Disclosery

Corient Private Wealth LP: EPP position timeline

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

Corient Private Wealth LP held 31,907 EPP 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 31,907 shares
    Change vs previous 13F -11,565 shares

    <0.01% of the 13F portfolio, value $1,699,401.

    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 43,472 shares
    Change vs previous 13F -1,487 shares

    <0.01% of the 13F portfolio, value $1,923,930.

    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 44,959 shares
    Change vs previous 13F -566 shares

    <0.01% of the 13F portfolio, value $2,269,063.

    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 45,525 shares
    Change vs previous 13F -2,890 shares

    <0.01% of the 13F portfolio, value $2,347,261.

    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 48,415 shares
    Change vs previous 13F -36,575 shares

    <0.01% of the 13F portfolio, value $2,390,241.

    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 84,990 shares
    Change vs previous 13F +31,177 shares

    0.01% of the 13F portfolio, value $3,748,059.

    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 53,813 shares
    Change vs previous 13F -4,100 shares

    <0.01% of the 13F portfolio, value $1,894,327.

    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 57,913 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,828,452.

    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).