Skip to content
Disclosery

Corient Private Wealth LP: HLI position timeline

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

Corient Private Wealth LP held 31,871 HLI 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 31,871 shares
    Change vs previous 13F -1,733 shares

    0.01% of the 13F portfolio, value $4,274,861.

    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 33,604 shares
    Change vs previous 13F +20,753 shares

    0.01% of the 13F portfolio, value $4,810,834.

    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 12,851 shares
    Change vs previous 13F -1,004 shares

    <0.01% of the 13F portfolio, value $2,238,676.

    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 13,855 shares
    Change vs previous 13F +1,021 shares

    <0.01% of the 13F portfolio, value $2,844,709.

    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 12,834 shares
    Change vs previous 13F -1,299 shares

    <0.01% of the 13F portfolio, value $2,309,480.

    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 14,133 shares
    Change vs previous 13F -3,920 shares

    <0.01% of the 13F portfolio, value $2,282,482.

    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 18,053 shares
    Change vs previous 13F +367 shares

    0.01% of the 13F portfolio, value $3,135,084.

    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 17,686 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,794,742.

    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).