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Disclosery

Corient Private Wealth LP: HLMN position timeline

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

Corient Private Wealth LP held 122,611 HLMN 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 122,611 shares
    Change vs previous 13F -11,614 shares

    <0.01% of the 13F portfolio, value $1,034,839.

    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 134,225 shares
    Change vs previous 13F -2,877 shares

    <0.01% of the 13F portfolio, value $1,116,753.

    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 137,102 shares
    Change vs previous 13F -4,627 shares

    <0.01% of the 13F portfolio, value $1,187,303.

    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 141,729 shares
    Change vs previous 13F -2,062 shares

    <0.01% of the 13F portfolio, value $1,301,072.

    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 143,791 shares
    Change vs previous 13F -4,791 shares

    <0.01% of the 13F portfolio, value $1,026,668.

    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 148,582 shares
    Change vs previous 13F -780 shares

    <0.01% of the 13F portfolio, value $1,306,037.

    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 149,362 shares
    Change vs previous 13F -679 shares

    <0.01% of the 13F portfolio, value $1,454,786.

    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 150,041 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,584,433.

    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).