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Disclosery

Corient Private Wealth LP: SRE position timeline

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

Corient Private Wealth LP held 473,519 SRE 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 473,519 shares
    Change vs previous 13F -36,467 shares

    0.06% of the 13F portfolio, value $43,901,091.

    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 509,986 shares
    Change vs previous 13F -6,952 shares

    0.07% of the 13F portfolio, value $49,351,262.

    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 516,938 shares
    Change vs previous 13F +70,055 shares

    0.06% of the 13F portfolio, value $45,641,437.

    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 446,883 shares
    Change vs previous 13F -108,199 shares

    0.06% of the 13F portfolio, value $40,210,666.

    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 555,082 shares
    Change vs previous 13F -27,111 shares

    0.06% of the 13F portfolio, value $42,058,654.

    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 582,193 shares
    Change vs previous 13F -43,659 shares

    0.07% of the 13F portfolio, value $41,545,589.

    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 625,852 shares
    Change vs previous 13F -21,094 shares

    0.09% of the 13F portfolio, value $54,896,385.

    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 646,946 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $54,104,074.

    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).