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Disclosery

Corient Private Wealth LP: FERG position timeline

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

Corient Private Wealth LP held 12,706 FERG 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 12,706 shares
    Change vs previous 13F -831 shares

    <0.01% of the 13F portfolio, value $3,015,439.

    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 13,537 shares
    Change vs previous 13F -1,597 shares

    <0.01% of the 13F portfolio, value $3,127,781.

    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 15,134 shares
    Change vs previous 13F -51,304 shares

    <0.01% of the 13F portfolio, value $3,369,226.

    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 66,438 shares
    Change vs previous 13F -1,084 shares

    0.02% of the 13F portfolio, value $14,920,715.

    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 67,522 shares
    Change vs previous 13F -6,743 shares

    0.02% of the 13F portfolio, value $14,703,032.

    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 74,265 shares
    Change vs previous 13F -65,390 shares

    0.02% of the 13F portfolio, value $11,899,613.

    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 139,655 shares
    Change vs previous 13F +13,542 shares

    0.04% of the 13F portfolio, value $24,245,548.

    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 126,113 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $25,042,364.

    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).