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Disclosery

Corient Private Wealth LP: HEDJ position timeline

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

Corient Private Wealth LP held 48,984 HEDJ 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 48,984 shares
    Change vs previous 13F -1,720 shares

    <0.01% of the 13F portfolio, value $2,792,099.

    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 50,704 shares
    Change vs previous 13F -1,091 shares

    <0.01% of the 13F portfolio, value $2,651,834.

    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 51,795 shares
    Change vs previous 13F -1,044 shares

    <0.01% of the 13F portfolio, value $2,748,257.

    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 52,839 shares
    Change vs previous 13F +25,173 shares

    <0.01% of the 13F portfolio, value $2,663,099.

    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 27,666 shares
    Change vs previous 13F +4,723 shares

    <0.01% of the 13F portfolio, value $1,331,280.

    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 22,943 shares
    Change vs previous 13F -8,010 shares

    <0.01% of the 13F portfolio, value $1,089,344.

    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 30,953 shares
    Change vs previous 13F -4,597 shares

    <0.01% of the 13F portfolio, value $978,067.

    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 35,550 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,596,210.

    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).