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Disclosery

Corient Private Wealth LP: HEFA position timeline

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

Corient Private Wealth LP held 14,814 HEFA 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 14,814 shares
    Change vs previous 13F -12,698 shares

    <0.01% of the 13F portfolio, value $695,143.

    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 27,512 shares
    Change vs previous 13F -3,251 shares

    <0.01% of the 13F portfolio, value $1,169,138.

    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 30,763 shares
    Change vs previous 13F -707 shares

    <0.01% of the 13F portfolio, value $1,272,425.

    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 31,470 shares
    Change vs previous 13F +2,855 shares

    <0.01% of the 13F portfolio, value $1,246,530.

    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 28,615 shares
    Change vs previous 13F +948 shares

    <0.01% of the 13F portfolio, value $1,086,226.

    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 27,667 shares
    Change vs previous 13F -31,578 shares

    <0.01% of the 13F portfolio, value $1,004,072.

    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 59,245 shares
    Change vs previous 13F +49,585 shares

    <0.01% of the 13F portfolio, value $341,609.

    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 9,660 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $342,140.

    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).