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Disclosery

Corient Private Wealth LP: HDB position timeline

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

Corient Private Wealth LP held 31,303 HDB 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 31,303 shares
    Change vs previous 13F -20,819 shares

    <0.01% of the 13F portfolio, value $808,558.

    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 52,122 shares
    Change vs previous 13F -12,007 shares

    <0.01% of the 13F portfolio, value $1,259,590.

    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 64,129 shares
    Change vs previous 13F +2,089 shares

    <0.01% of the 13F portfolio, value $2,343,256.

    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 62,040 shares
    Change vs previous 13F +33,987 shares

    <0.01% of the 13F portfolio, value $2,119,284.

    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 28,053 shares
    Change vs previous 13F -2,115 shares

    <0.01% of the 13F portfolio, value $2,150,823.

    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 30,168 shares
    Change vs previous 13F +8,024 shares

    <0.01% of the 13F portfolio, value $2,004,362.

    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 22,144 shares
    Change vs previous 13F +2,996 shares

    <0.01% of the 13F portfolio, value $1,414,116.

    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 19,148 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,197,899.

    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).