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Disclosery

Corient Private Wealth LP: SCHB position timeline

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

Corient Private Wealth LP held 1,001,507 SCHB 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 1,001,507 shares
    Change vs previous 13F +130,691 shares

    0.04% of the 13F portfolio, value $29,003,649.

    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 870,816 shares
    Change vs previous 13F +23,203 shares

    0.03% of the 13F portfolio, value $21,639,149.

    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 847,613 shares
    Change vs previous 13F +73,118 shares

    0.03% of the 13F portfolio, value $22,235,564.

    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 774,495 shares
    Change vs previous 13F +81,374 shares

    0.03% of the 13F portfolio, value $19,912,244.

    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 693,121 shares
    Change vs previous 13F +21,818 shares

    0.02% of the 13F portfolio, value $16,517,080.

    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 671,303 shares
    Change vs previous 13F -35,644 shares

    0.02% of the 13F portfolio, value $14,453,203.

    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 706,947 shares
    Change vs previous 13F +444,202 shares

    0.03% of the 13F portfolio, value $15,821,045.

    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 262,745 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $17,477,759.

    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).