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Disclosery

Corient Private Wealth LP: HLN position timeline

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

Corient Private Wealth LP held 139,388 HLN 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 139,388 shares
    Change vs previous 13F +609 shares

    <0.01% of the 13F portfolio, value $1,300,493.

    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 138,779 shares
    Change vs previous 13F +11,556 shares

    <0.01% of the 13F portfolio, value $1,373,801.

    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 127,223 shares
    Change vs previous 13F +10,396 shares

    <0.01% of the 13F portfolio, value $1,263,359.

    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 116,827 shares
    Change vs previous 13F +5,457 shares

    <0.01% of the 13F portfolio, value $1,047,938.

    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: 116,827 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 111,370 shares
    Change vs previous 13F -5,679 shares

    <0.01% of the 13F portfolio, value $1,154,907.

    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: 101,370 shares
    • Corient IA LP: 10,000 shares

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

  6. period ended2025-03-31
    13F 117,049 shares
    Change vs previous 13F -5,493 shares

    <0.01% of the 13F portfolio, value $1,204,447.

    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: 107,049 shares
    • Corient IA LP: 10,000 shares

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

  7. period ended2024-12-31
    13F 122,542 shares
    Change vs previous 13F +7,190 shares

    <0.01% of the 13F portfolio, value $1,169,066.

    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 115,352 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,220,418.

    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).