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Disclosery

Corient Private Wealth LP: ET position timeline

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

Corient Private Wealth LP held 1,821,330 ET 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 1,821,330 shares
    Change vs previous 13F +87,730 shares

    0.05% of the 13F portfolio, value $34,823,816.

    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 1,733,600 shares
    Change vs previous 13F -147,023 shares

    0.02% of the 13F portfolio, value $13,396,580.

    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 1,880,623 shares
    Change vs previous 13F +33,344 shares

    0.04% of the 13F portfolio, value $31,020,905.

    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 1,847,279 shares
    Change vs previous 13F +126,508 shares

    0.05% of the 13F portfolio, value $30,968,370.

    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: 1,847,279 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 1,720,771 shares
    Change vs previous 13F +1,198,440 shares

    0.04% of the 13F portfolio, value $31,197,594.

    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: 1,690,771 shares
    • Corient IA LP: 30,000 shares

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

  6. period ended2025-03-31
    13F 522,331 shares
    Change vs previous 13F -1,156,202 shares

    0.02% of the 13F portfolio, value $9,710,175.

    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 1,678,533 shares
    Change vs previous 13F +9,192 shares

    0.02% of the 13F portfolio, value $10,654,486.

    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 1,669,341 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $26,792,910.

    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).