Corient Capital Partners, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Capital Partners, LLC on XLE, newest first. How the timeline and the estimate are built.

Corient Capital Partners, LLC held 6,895 XLE shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

period ended2022-09-30
13F 6,895 shares
Change vs previous 13F +3,825 shares
0.05% of the 13F portfolio, value $706,000.
13F-HR 0001951757-22-000013 filed by Corient Capital Partners, LLC
Filed 2022-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 3,070 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $220,000.
13F-HR 0001688519-22-000003 filed by Corient Capital Partners, LLC
Filed 2022-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).