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Disclosery

Corient Private Wealth LP: WTRG position timeline

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

Corient Private Wealth LP held 36,422 WTRG 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 36,422 shares
    Change vs previous 13F -9,589 shares

    <0.01% of the 13F portfolio, value $1,395,377.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 31,982 shares
    • Corient IA LP: 4,440 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 46,011 shares
    Change vs previous 13F +494 shares

    <0.01% of the 13F portfolio, value $1,851,293.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 41,571 shares
    • Corient IA LP: 4,440 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 45,517 shares
    Change vs previous 13F +4,351 shares

    <0.01% of the 13F portfolio, value $1,746,558.

    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 41,166 shares
    Change vs previous 13F +7,102 shares

    <0.01% of the 13F portfolio, value $1,642,598.

    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 34,064 shares
    Change vs previous 13F -6,698 shares

    <0.01% of the 13F portfolio, value $1,265,145.

    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 40,762 shares
    Change vs previous 13F +566 shares

    <0.01% of the 13F portfolio, value $1,611,355.

    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 40,196 shares
    Change vs previous 13F -2,507 shares

    <0.01% of the 13F portfolio, value $1,459,929.

    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 42,703 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,647,087.

    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).