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Disclosery

Corient Private Wealth LP: ESI position timeline

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

Corient Private Wealth LP held 413,009 ESI 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 413,009 shares
    Change vs previous 13F +5,787 shares

    0.03% of the 13F portfolio, value $19,721,183.

    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 407,222 shares
    Change vs previous 13F -58,376 shares

    0.02% of the 13F portfolio, value $13,707,207.

    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 465,598 shares
    Change vs previous 13F -70,804 shares

    0.02% of the 13F portfolio, value $11,637,698.

    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 536,402 shares
    Change vs previous 13F +510,713 shares

    0.02% of the 13F portfolio, value $13,501,240.

    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 25,689 shares
    Change vs previous 13F +3,603 shares

    <0.01% of the 13F portfolio, value $581,859.

    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 22,086 shares
    Change vs previous 13F +12,972 shares

    <0.01% of the 13F portfolio, value $499,367.

    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 9,114 shares
    Change vs previous 13F -27,855 shares

    <0.01% of the 13F portfolio, value $231,769.

    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 36,969 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,004,078.

    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).