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Disclosery

Corient Private Wealth LP: HEI-A position timeline

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

Corient Private Wealth LP held 48,382 HEI-A 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 48,382 shares
    Change vs previous 13F +27,258 shares

    0.02% of the 13F portfolio, value $12,478,390.

    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 21,124 shares
    Change vs previous 13F +11,806 shares

    0.01% of the 13F portfolio, value $4,458,471.

    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 9,318 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $2,352,255.

    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 9,322 shares
    Change vs previous 13F -775 shares

    <0.01% of the 13F portfolio, value $2,368,694.

    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 10,097 shares
    Change vs previous 13F +186 shares

    <0.01% of the 13F portfolio, value $2,612,601.

    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 9,911 shares
    Change vs previous 13F +1,551 shares

    <0.01% of the 13F portfolio, value $2,090,924.

    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 8,360 shares
    Change vs previous 13F -401 shares

    <0.01% of the 13F portfolio, value $1,555,630.

    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 8,761 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,785,153.

    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).