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Disclosery

Corient Private Wealth LP: SCHA position timeline

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

Corient Private Wealth LP held 1,241,583 SCHA 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 1,241,583 shares
    Change vs previous 13F -143,340 shares

    0.06% of the 13F portfolio, value $44,858,464.

    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 1,384,923 shares
    Change vs previous 13F -101,268 shares

    0.06% of the 13F portfolio, value $40,142,474.

    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 1,486,191 shares
    Change vs previous 13F +122,322 shares

    0.06% of the 13F portfolio, value $42,345,452.

    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 1,363,869 shares
    Change vs previous 13F +1,067,164 shares

    0.06% of the 13F portfolio, value $38,051,917.

    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 296,705 shares
    Change vs previous 13F -886,913 shares

    0.01% of the 13F portfolio, value $7,506,627.

    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 1,183,618 shares
    Change vs previous 13F +14,179 shares

    0.05% of the 13F portfolio, value $27,732,209.

    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 1,169,439 shares
    Change vs previous 13F +577,248 shares

    0.05% of the 13F portfolio, value $30,241,745.

    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 592,191 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $30,268,643.

    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).