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Disclosery

Corient Private Wealth LP: SCHE position timeline

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

Corient Private Wealth LP held 1,446,830 SCHE 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 1,446,830 shares
    Change vs previous 13F -53,369 shares

    0.07% of the 13F portfolio, value $52,462,058.

    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 1,500,199 shares
    Change vs previous 13F +15,402 shares

    0.07% of the 13F portfolio, value $49,233,749.

    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 1,484,797 shares
    Change vs previous 13F +10,583 shares

    0.07% of the 13F portfolio, value $48,627,253.

    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 1,474,214 shares
    Change vs previous 13F +1,357,652 shares

    0.08% of the 13F portfolio, value $49,194,533.

    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 116,562 shares
    Change vs previous 13F -835,501 shares

    <0.01% of the 13F portfolio, value $3,513,198.

    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 952,063 shares
    Change vs previous 13F +50,746 shares

    0.04% of the 13F portfolio, value $26,248,411.

    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 901,317 shares
    Change vs previous 13F -8,731 shares

    0.04% of the 13F portfolio, value $24,002,095.

    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 910,048 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $26,555,202.

    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).