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Disclosery

Corient Private Wealth LP: HDEF position timeline

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

Corient Private Wealth LP held 13,640 HDEF 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 13,640 shares
    Change vs previous 13F +359 shares

    <0.01% of the 13F portfolio, value $438,400.

    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 13,281 shares
    Change vs previous 13F +1,290 shares

    <0.01% of the 13F portfolio, value $377,057.

    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 11,991 shares
    Change vs previous 13F -596,285 shares

    <0.01% of the 13F portfolio, value $371,660.

    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 608,276 shares
    Change vs previous 13F +11,314 shares

    0.03% of the 13F portfolio, value $17,895,486.

    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 596,962 shares
    Change vs previous 13F +1,868 shares

    0.02% of the 13F portfolio, value $17,228,312.

    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 595,094 shares
    Change vs previous 13F +564 shares

    0.03% of the 13F portfolio, value $16,150,865.

    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 594,530 shares
    Change vs previous 13F +528 shares

    0.02% of the 13F portfolio, value $14,441,140.

    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 594,002 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $15,972,701.

    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).