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Disclosery

Corient Private Wealth LP: ERIC position timeline

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

Corient Private Wealth LP held 51,868 ERIC 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 51,868 shares
    Change vs previous 13F +2,261 shares

    <0.01% of the 13F portfolio, value $578,347.

    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 49,607 shares
    Change vs previous 13F +555 shares

    <0.01% of the 13F portfolio, value $543,075.

    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 49,052 shares
    Change vs previous 13F +2,909 shares

    <0.01% of the 13F portfolio, value $473,409.

    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 46,143 shares
    Change vs previous 13F -9,819 shares

    <0.01% of the 13F portfolio, value $381,609.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 46,143 shares
    • Corient IA LP: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 55,962 shares
    Change vs previous 13F -698 shares

    <0.01% of the 13F portfolio, value $474,556.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 44,962 shares
    • Corient IA LP: 11,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,660 shares
    Change vs previous 13F -27,370 shares

    <0.01% of the 13F portfolio, value $439,699.

    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 84,030 shares
    Change vs previous 13F +17,177 shares

    <0.01% of the 13F portfolio, value $677,279.

    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 66,853 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $506,743.

    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).