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Disclosery

Corient Private Wealth LP: PEG position timeline

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

Corient Private Wealth LP held 163,409 PEG 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 163,409 shares
    Change vs previous 13F -48,351 shares

    0.02% of the 13F portfolio, value $13,262,286.

    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 211,760 shares
    Change vs previous 13F +8,364 shares

    0.02% of the 13F portfolio, value $17,116,688.

    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 203,396 shares
    Change vs previous 13F +5,299 shares

    0.02% of the 13F portfolio, value $16,350,474.

    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 198,097 shares
    Change vs previous 13F -2,249 shares

    0.03% of the 13F portfolio, value $16,533,204.

    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 200,346 shares
    Change vs previous 13F +27,602 shares

    0.02% of the 13F portfolio, value $16,865,091.

    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 172,744 shares
    Change vs previous 13F -2,534 shares

    0.02% of the 13F portfolio, value $14,217,027.

    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 175,278 shares
    Change vs previous 13F -73,132 shares

    0.02% of the 13F portfolio, value $14,809,396.

    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 248,410 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $22,160,595.

    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).