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Disclosery

Corient Private Wealth LP: EVTC position timeline

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

Corient Private Wealth LP held 54,551 EVTC 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 54,551 shares
    Change vs previous 13F +15,956 shares

    <0.01% of the 13F portfolio, value $1,515,438.

    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 38,595 shares
    Change vs previous 13F +1,965 shares

    <0.01% of the 13F portfolio, value $1,017,123.

    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 36,630 shares
    Change vs previous 13F -766 shares

    <0.01% of the 13F portfolio, value $1,065,555.

    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 37,396 shares
    Change vs previous 13F -258 shares

    <0.01% of the 13F portfolio, value $1,263,240.

    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 37,654 shares
    Change vs previous 13F -1,287 shares

    <0.01% of the 13F portfolio, value $1,357,427.

    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 38,941 shares
    Change vs previous 13F -952 shares

    <0.01% of the 13F portfolio, value $1,431,862.

    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 39,893 shares
    Change vs previous 13F +933 shares

    <0.01% of the 13F portfolio, value $1,377,505.

    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 38,960 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,320,355.

    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).