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Corient Private Wealth LP: HST position timeline

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

Corient Private Wealth LP held 223,241 HST 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 223,241 shares
    Change vs previous 13F +74,455 shares

    0.01% of the 13F portfolio, value $5,357,122.

    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 148,786 shares
    Change vs previous 13F +50,770 shares

    <0.01% of the 13F portfolio, value $2,799,133.

    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 98,016 shares
    Change vs previous 13F -5,240 shares

    <0.01% of the 13F portfolio, value $1,737,523.

    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 103,256 shares
    Change vs previous 13F -615 shares

    <0.01% of the 13F portfolio, value $1,757,444.

    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 103,871 shares
    Change vs previous 13F +34,153 shares

    <0.01% of the 13F portfolio, value $1,595,680.

    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 69,718 shares
    Change vs previous 13F +6,662 shares

    <0.01% of the 13F portfolio, value $991,506.

    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 63,056 shares
    Change vs previous 13F -1,155 shares

    <0.01% of the 13F portfolio, value $1,104,742.

    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 64,211 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,130,121.

    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).