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Disclosery

Corient Private Wealth LP: HWM position timeline

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

Corient Private Wealth LP held 116,982 HWM 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 116,982 shares
    Change vs previous 13F -3,192 shares

    0.04% of the 13F portfolio, value $31,452,063.

    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: 105,692 shares
    • Corient IA LP: 11,290 shares

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

  2. period ended2026-03-31
    13F 120,174 shares
    Change vs previous 13F +59,262 shares

    0.04% of the 13F portfolio, value $26,666,053.

    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: 108,884 shares
    • Corient IA LP: 11,290 shares

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

  3. period ended2025-12-31
    13F/A 60,912 shares
    Change vs previous 13F +1,778 shares

    0.02% of the 13F portfolio, value $12,493,415.

    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: 46,912 shares
    • Corient IA LP: 14,000 shares

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

  4. period ended2025-09-30
    13F 59,134 shares
    Change vs previous 13F +5,864 shares

    0.02% of the 13F portfolio, value $11,603,899.

    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: 45,134 shares
    • Corient IA LP: 14,000 shares

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

  5. period ended2025-06-30
    13F/A 53,270 shares
    Change vs previous 13F -7,442 shares

    0.01% of the 13F portfolio, value $9,915,154.

    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: 37,270 shares
    • Corient IA LP: 16,000 shares

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

  6. period ended2025-03-31
    13F 60,712 shares
    Change vs previous 13F +3,326 shares

    0.01% of the 13F portfolio, value $7,875,105.

    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: 44,712 shares
    • Corient IA LP: 16,000 shares

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

  7. period ended2024-12-31
    13F 57,386 shares
    Change vs previous 13F +14,730 shares

    0.01% of the 13F portfolio, value $6,276,413.

    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 42,656 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,276,331.

    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).