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Disclosery

Corient Private Wealth LP: HIG position timeline

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

Corient Private Wealth LP held 58,393 HIG 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 58,393 shares
    Change vs previous 13F -57,473 shares

    0.01% of the 13F portfolio, value $7,738,582.

    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 115,866 shares
    Change vs previous 13F +15,113 shares

    0.02% of the 13F portfolio, value $15,654,669.

    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 100,753 shares
    Change vs previous 13F +5,423 shares

    0.02% of the 13F portfolio, value $13,884,475.

    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 95,330 shares
    Change vs previous 13F -4,222 shares

    0.02% of the 13F portfolio, value $12,716,470.

    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 99,552 shares
    Change vs previous 13F -1,490 shares

    0.02% of the 13F portfolio, value $12,630,364.

    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 101,042 shares
    Change vs previous 13F +12,835 shares

    0.02% of the 13F portfolio, value $12,503,475.

    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 88,207 shares
    Change vs previous 13F -3,306 shares

    0.02% of the 13F portfolio, value $9,646,734.

    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 91,513 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,762,929.

    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).