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Corient IA LLC

SEC CIK
0002058426
Latest filing
Aug 12, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Corient IA LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTRG overviewAll 13F holders of WTRGFull Q2 2026 holdings

Shares (Q2 2026)
4,440
Value
$170.1K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of WTRG by Corient IA LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,440$170.1K0.2%00.0%UnchangedHolders
Q1 20264,440$178.8K0.2%+4,440NewHolders