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Disclosery

Corient Private Wealth LP: HEI position timeline

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

Corient Private Wealth LP held 132,674 HEI 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 132,674 shares
    Change vs previous 13F -35,738 shares

    0.07% of the 13F portfolio, value $47,257,246.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 130,644 shares
    • Corient IA LP: 2,030 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 168,412 shares
    Change vs previous 13F +22,268 shares

    0.07% of the 13F portfolio, value $46,107,585.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 166,382 shares
    • Corient IA LP: 2,030 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 146,144 shares
    Change vs previous 13F -888 shares

    0.06% of the 13F portfolio, value $47,291,593.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 143,644 shares
    • Corient IA LP: 2,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 147,032 shares
    Change vs previous 13F +6,026 shares

    0.07% of the 13F portfolio, value $47,464,862.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 144,532 shares
    • Corient IA LP: 2,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 141,006 shares
    Change vs previous 13F +1,445 shares

    0.06% of the 13F portfolio, value $46,249,865.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 138,506 shares
    • Corient IA LP: 2,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 139,561 shares
    Change vs previous 13F -125 shares

    0.06% of the 13F portfolio, value $37,287,370.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 137,061 shares
    • Corient IA LP: 2,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 139,686 shares
    Change vs previous 13F +5,025 shares

    0.06% of the 13F portfolio, value $33,207,278.

    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 134,661 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $35,209,349.

    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).