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Disclosery

Corient Private Wealth LP: HSBC position timeline

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

Corient Private Wealth LP held 60,082 HSBC 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 60,082 shares
    Change vs previous 13F +1,373 shares

    0.01% of the 13F portfolio, value $5,713,126.

    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: 58,102 shares
    • Corient IA LP: 1,980 shares

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

  2. period ended2026-03-31
    13F 58,709 shares
    Change vs previous 13F +5,108 shares

    0.01% of the 13F portfolio, value $4,781,363.

    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: 52,749 shares
    • Corient IA LP: 5,960 shares

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

  3. period ended2025-12-31
    13F/A 53,601 shares
    Change vs previous 13F -10,503 shares

    0.01% of the 13F portfolio, value $4,216,847.

    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: 47,641 shares
    • Corient IA LP: 5,960 shares

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

  4. period ended2025-09-30
    13F 64,104 shares
    Change vs previous 13F +15,310 shares

    0.01% of the 13F portfolio, value $4,550,124.

    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: 54,104 shares
    • Corient IA LP: 10,000 shares

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

  5. period ended2025-06-30
    13F/A 48,794 shares
    Change vs previous 13F +1,300 shares

    <0.01% of the 13F portfolio, value $2,966,196.

    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: 38,794 shares
    • Corient IA LP: 10,000 shares

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

  6. period ended2025-03-31
    13F 47,494 shares
    Change vs previous 13F -706 shares

    <0.01% of the 13F portfolio, value $2,728,049.

    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: 37,494 shares
    • Corient IA LP: 10,000 shares

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

  7. period ended2024-12-31
    13F 48,200 shares
    Change vs previous 13F -648 shares

    <0.01% of the 13F portfolio, value $2,384,015.

    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 48,848 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,207,439.

    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).