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Disclosery

Corient Private Wealth LP: EPR position timeline

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

Corient Private Wealth LP held 160,736 EPR 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 160,736 shares
    Change vs previous 13F +98,602 shares

    0.01% of the 13F portfolio, value $9,325,221.

    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 62,134 shares
    Change vs previous 13F +25,601 shares

    <0.01% of the 13F portfolio, value $3,012,245.

    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 36,533 shares
    Change vs previous 13F +21,725 shares

    <0.01% of the 13F portfolio, value $1,824,210.

    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 14,808 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $859,015.

    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 14,650 shares
    Change vs previous 13F +6,171 shares

    <0.01% of the 13F portfolio, value $853,535.

    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 8,479 shares
    Change vs previous 13F +169 shares

    <0.01% of the 13F portfolio, value $446,093.

    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 8,310 shares
    Change vs previous 13F +1,182 shares

    <0.01% of the 13F portfolio, value $367,950.

    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 7,128 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $349,583.

    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).