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Disclosery

Corient Private Wealth LP: GEF-B position timeline

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

Corient Private Wealth LP held 28,819 GEF-B 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 28,819 shares
    Change vs previous 13F +152 shares

    <0.01% of the 13F portfolio, value $2,695,885.

    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 28,667 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $2,509,510.

    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 28,637 shares
    Change vs previous 13F +5,032 shares

    <0.01% of the 13F portfolio, value $2,138,897.

    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 23,605 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $1,454,304.

    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 23,615 shares
    Change vs previous 13F -22 shares

    <0.01% of the 13F portfolio, value $1,629,672.

    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 23,637 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $1,401,202.

    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 23,598 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,601,124.

    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 23,598 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,647,848.

    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).