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Disclosery

Corient Private Wealth LP: UTES position timeline

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

Corient Private Wealth LP held 4,939 UTES 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 4,939 shares
    Change vs previous 13F +1,327 shares

    <0.01% of the 13F portfolio, value $403,697.

    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 3,612 shares
    Change vs previous 13F -16,285 shares

    <0.01% of the 13F portfolio, value $288,584.

    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 19,897 shares
    Change vs previous 13F +975 shares

    <0.01% of the 13F portfolio, value $1,570,908.

    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 18,922 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,578,840.

    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).