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Disclosery

Corient Private Wealth LP: EXC position timeline

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

Corient Private Wealth LP held 257,730 EXC 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 257,730 shares
    Change vs previous 13F -277,644 shares

    0.02% of the 13F portfolio, value $12,015,499.

    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 535,374 shares
    Change vs previous 13F +285,036 shares

    0.04% of the 13F portfolio, value $26,091,637.

    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 250,338 shares
    Change vs previous 13F +19,460 shares

    0.01% of the 13F portfolio, value $10,913,585.

    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 230,878 shares
    Change vs previous 13F +5,179 shares

    0.02% of the 13F portfolio, value $10,391,984.

    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 225,699 shares
    Change vs previous 13F +9,344 shares

    0.01% of the 13F portfolio, value $9,799,862.

    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 216,355 shares
    Change vs previous 13F +6,341 shares

    0.02% of the 13F portfolio, value $9,969,662.

    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 210,014 shares
    Change vs previous 13F -5,503 shares

    0.01% of the 13F portfolio, value $7,904,919.

    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 215,517 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,739,201.

    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).