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Disclosery

Corient Private Wealth LP: DHR position timeline

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

Corient Private Wealth LP held 690,984 DHR 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 690,984 shares
    Change vs previous 13F -142,161 shares

    0.18% of the 13F portfolio, value $131,620,263.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 689,764 shares
    • Corient IA LP: 1,220 shares

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

  2. period ended2026-03-31
    13F 833,145 shares
    Change vs previous 13F -167,499 shares

    0.23% of the 13F portfolio, value $157,607,910.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 831,925 shares
    • Corient IA LP: 1,220 shares

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

  3. period ended2025-12-31
    13F/A 1,000,644 shares
    Change vs previous 13F -6,574 shares

    0.31% of the 13F portfolio, value $229,367,882.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 999,144 shares
    • Corient IA LP: 1,500 shares

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

  4. period ended2025-09-30
    13F 1,007,218 shares
    Change vs previous 13F -17,457 shares

    0.31% of the 13F portfolio, value $199,485,014.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,005,718 shares
    • Corient IA LP: 1,500 shares

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

  5. period ended2025-06-30
    13F/A 1,024,675 shares
    Change vs previous 13F -217,272 shares

    0.27% of the 13F portfolio, value $202,414,379.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,023,175 shares
    • Corient IA LP: 1,500 shares

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

  6. period ended2025-03-31
    13F 1,241,947 shares
    Change vs previous 13F -78,734 shares

    0.42% of the 13F portfolio, value $254,599,925.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,240,447 shares
    • Corient IA LP: 1,500 shares

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

  7. period ended2024-12-31
    13F 1,320,681 shares
    Change vs previous 13F +10,109 shares

    0.5% of the 13F portfolio, value $302,713,602.

    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 1,310,572 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $364,364,774.

    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).