Skip to content
Disclosery

Corient Private Wealth LP: CHE position timeline

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

Corient Private Wealth LP held 4,882 CHE 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 4,882 shares
    Change vs previous 13F +1,488 shares

    <0.01% of the 13F portfolio, value $2,273,628.

    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 3,394 shares
    Change vs previous 13F -817 shares

    <0.01% of the 13F portfolio, value $1,280,133.

    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 4,211 shares
    Change vs previous 13F -1,356 shares

    <0.01% of the 13F portfolio, value $1,801,446.

    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 5,567 shares
    Change vs previous 13F +3,316 shares

    <0.01% of the 13F portfolio, value $745,215.

    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 2,251 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $1,096,081.

    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 2,137 shares
    Change vs previous 13F -151 shares

    <0.01% of the 13F portfolio, value $1,314,950.

    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 2,288 shares
    Change vs previous 13F -426 shares

    <0.01% of the 13F portfolio, value $1,212,189.

    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 2,714 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,631,034.

    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).