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Disclosery

Corient Private Wealth LP: FHI position timeline

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

Corient Private Wealth LP held 50,256 FHI 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 50,256 shares
    Change vs previous 13F -52,281 shares

    <0.01% of the 13F portfolio, value $2,775,137.

    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 102,537 shares
    Change vs previous 13F +6,890 shares

    0.01% of the 13F portfolio, value $5,814,869.

    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 95,647 shares
    Change vs previous 13F +13,686 shares

    0.01% of the 13F portfolio, value $4,980,357.

    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 81,961 shares
    Change vs previous 13F +9,649 shares

    0.01% of the 13F portfolio, value $4,256,253.

    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 72,312 shares
    Change vs previous 13F +13,185 shares

    <0.01% of the 13F portfolio, value $3,204,869.

    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 59,127 shares
    Change vs previous 13F +5,235 shares

    <0.01% of the 13F portfolio, value $2,410,608.

    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 53,892 shares
    Change vs previous 13F +13,439 shares

    <0.01% of the 13F portfolio, value $2,212,047.

    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 40,453 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,487,457.

    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).