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Disclosery

Corient Private Wealth LP: PH position timeline

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

Corient Private Wealth LP held 170,007 PH 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 170,007 shares
    Change vs previous 13F -40,232 shares

    0.23% of the 13F portfolio, value $166,289,849.

    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: 168,846 shares
    • Corient IA LP: 1,161 shares

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

  2. period ended2026-03-31
    13F 210,239 shares
    Change vs previous 13F -39,769 shares

    0.27% of the 13F portfolio, value $187,398,964.

    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: 209,578 shares
    • Corient IA LP: 661 shares

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

  3. period ended2025-12-31
    13F/A 250,008 shares
    Change vs previous 13F +16,030 shares

    0.3% of the 13F portfolio, value $219,993,499.

    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: 249,267 shares
    • Corient IA LP: 741 shares

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

  4. period ended2025-09-30
    13F 233,978 shares
    Change vs previous 13F +579 shares

    0.28% of the 13F portfolio, value $177,391,855.

    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: 233,237 shares
    • Corient IA LP: 741 shares

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

  5. period ended2025-06-30
    13F/A 233,399 shares
    Change vs previous 13F -2,761 shares

    0.22% of the 13F portfolio, value $163,022,199.

    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: 232,658 shares
    • Corient IA LP: 741 shares

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

  6. period ended2025-03-31
    13F 236,160 shares
    Change vs previous 13F +28,294 shares

    0.23% of the 13F portfolio, value $143,552,092.

    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: 235,419 shares
    • Corient IA LP: 741 shares

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

  7. period ended2024-12-31
    13F 207,866 shares
    Change vs previous 13F +1,652 shares

    0.22% of the 13F portfolio, value $131,870,102.

    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 206,214 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $130,289,256.

    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).