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Disclosery

Corient Private Wealth LP: ESGU position timeline

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

Corient Private Wealth LP held 57,214 ESGU 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 57,214 shares
    Change vs previous 13F -86,979 shares

    0.01% of the 13F portfolio, value $9,364,545.

    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 144,193 shares
    Change vs previous 13F +11,407 shares

    0.03% of the 13F portfolio, value $20,391,666.

    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 132,786 shares
    Change vs previous 13F -780 shares

    0.03% of the 13F portfolio, value $19,782,538.

    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 133,566 shares
    Change vs previous 13F +11,858 shares

    0.03% of the 13F portfolio, value $18,997,610.

    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 121,708 shares
    Change vs previous 13F -4,852 shares

    0.02% of the 13F portfolio, value $16,467,162.

    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 126,560 shares
    Change vs previous 13F +1,694 shares

    0.03% of the 13F portfolio, value $15,429,097.

    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 124,866 shares
    Change vs previous 13F +19,465 shares

    0.03% of the 13F portfolio, value $16,085,395.

    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 105,401 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $13,299,552.

    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).