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Disclosery

Corient Capital Partners, LLC: XYZ position timeline

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

Corient Capital Partners, LLC held 5,536 XYZ shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 5,536 shares
    Change vs previous 13F +327 shares

    0.03% of the 13F portfolio, value $340,000.

    13F-HR 0001951757-22-000013 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 5,209 shares
    Change vs previous 13F -2,368 shares

    0.02% of the 13F portfolio, value $320,000.

    13F-HR 0001688519-22-000003 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 7,577 shares
    Change vs previous 13F -3,742 shares

    0.07% of the 13F portfolio, value $1,027,000.

    13F-HR 0001688519-22-000002 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 11,319 shares
    Change vs previous 13F -1,612 shares

    0.12% of the 13F portfolio, value $1,828,000.

    13F-HR 0001688519-22-000001 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 12,931 shares
    Change vs previous 13F +1,962 shares

    0.23% of the 13F portfolio, value $3,101,000.

    13F-HR 0001688519-21-000005 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 10,969 shares
    Change vs previous 13F +1,475 shares

    0.2% of the 13F portfolio, value $2,674,000.

    13F-HR 0001688519-21-000004 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 9,494 shares
    Change vs previous 13F -970 shares

    0.18% of the 13F portfolio, value $2,156,000.

    13F-HR 0001688519-21-000003 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 10,464 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,277,000.

    13F-HR 0001688519-21-000001 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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