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Disclosery

Corient Private Wealth LP: HRB position timeline

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

Corient Private Wealth LP held 204,524 HRB 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 204,524 shares
    Change vs previous 13F +134,755 shares

    0.01% of the 13F portfolio, value $7,788,645.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 204,524 shares
    • Corient IA LP: 0 shares

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

  2. period ended2026-03-31
    13F 69,769 shares
    Change vs previous 13F -84,093 shares

    <0.01% of the 13F portfolio, value $2,207,926.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 66,229 shares
    • Corient IA LP: 3,540 shares

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

  3. period ended2025-12-31
    13F/A 153,862 shares
    Change vs previous 13F -18,122 shares

    0.01% of the 13F portfolio, value $6,702,636.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 153,862 shares
    • Corient IA LP: 0 shares

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

  4. period ended2025-09-30
    13F 171,984 shares
    Change vs previous 13F +1,816 shares

    0.01% of the 13F portfolio, value $8,697,463.

    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: 167,984 shares
    • Corient IA LP: 4,000 shares

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

  5. period ended2025-06-30
    13F/A 170,168 shares
    Change vs previous 13F -459 shares

    0.01% of the 13F portfolio, value $9,340,789.

    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: 166,168 shares
    • Corient IA LP: 4,000 shares

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

  6. period ended2025-03-31
    13F 170,627 shares
    Change vs previous 13F +12,228 shares

    0.02% of the 13F portfolio, value $9,369,426.

    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: 166,627 shares
    • Corient IA LP: 4,000 shares

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

  7. period ended2024-12-31
    13F 158,399 shares
    Change vs previous 13F -3,640 shares

    0.01% of the 13F portfolio, value $8,369,908.

    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 162,039 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,297,590.

    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).