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Disclosery

Corient Private Wealth LP: CHRD position timeline

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

Corient Private Wealth LP held 10,548 CHRD 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 10,548 shares
    Change vs previous 13F -4,242 shares

    <0.01% of the 13F portfolio, value $1,205,646.

    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 14,790 shares
    Change vs previous 13F -1,294 shares

    <0.01% of the 13F portfolio, value $2,094,050.

    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 16,084 shares
    Change vs previous 13F -6,820 shares

    <0.01% of the 13F portfolio, value $1,491,062.

    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 22,904 shares
    Change vs previous 13F -1,489 shares

    <0.01% of the 13F portfolio, value $2,275,955.

    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 24,393 shares
    Change vs previous 13F +994 shares

    <0.01% of the 13F portfolio, value $2,362,501.

    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 23,399 shares
    Change vs previous 13F +4,550 shares

    <0.01% of the 13F portfolio, value $2,637,517.

    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 18,849 shares
    Change vs previous 13F -17,530 shares

    <0.01% of the 13F portfolio, value $2,203,836.

    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 36,379 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,737,628.

    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).