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Disclosery

Corient Private Wealth LP: EVR position timeline

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

Corient Private Wealth LP held 40,698 EVR 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 40,698 shares
    Change vs previous 13F -2,971 shares

    0.02% of the 13F portfolio, value $13,895,716.

    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 43,669 shares
    Change vs previous 13F +32,936 shares

    0.02% of the 13F portfolio, value $12,977,350.

    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 10,733 shares
    Change vs previous 13F +1,081 shares

    <0.01% of the 13F portfolio, value $3,651,868.

    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 9,652 shares
    Change vs previous 13F +806 shares

    0.01% of the 13F portfolio, value $3,256,087.

    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 8,846 shares
    Change vs previous 13F -490 shares

    <0.01% of the 13F portfolio, value $2,388,707.

    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 9,336 shares
    Change vs previous 13F +355 shares

    <0.01% of the 13F portfolio, value $1,864,647.

    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 8,981 shares
    Change vs previous 13F +58 shares

    <0.01% of the 13F portfolio, value $2,489,502.

    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 8,923 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,260,583.

    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).