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Disclosery

Corient Private Wealth LP: HCSG position timeline

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

Corient Private Wealth LP held 56,429 HCSG 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 56,429 shares
    Change vs previous 13F -6,062 shares

    <0.01% of the 13F portfolio, value $1,385,897.

    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 62,491 shares
    Change vs previous 13F -8,478 shares

    <0.01% of the 13F portfolio, value $1,159,209.

    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 70,969 shares
    Change vs previous 13F -11,231 shares

    <0.01% of the 13F portfolio, value $1,356,928.

    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 82,200 shares
    Change vs previous 13F -26,779 shares

    <0.01% of the 13F portfolio, value $1,383,427.

    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 108,979 shares
    Change vs previous 13F -107,763 shares

    <0.01% of the 13F portfolio, value $1,637,955.

    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 216,742 shares
    Change vs previous 13F -51,854 shares

    <0.01% of the 13F portfolio, value $2,184,760.

    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 268,596 shares
    Change vs previous 13F +41,015 shares

    0.01% of the 13F portfolio, value $3,119,743.

    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 227,581 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,542,080.

    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).