Skip to content
Disclosery

Corient Private Wealth LP: SCHP position timeline

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

Corient Private Wealth LP held 20,387 SCHP 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 20,387 shares
    Change vs previous 13F +5,134 shares

    <0.01% of the 13F portfolio, value $540,274.

    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 15,253 shares
    Change vs previous 13F -1,898 shares

    <0.01% of the 13F portfolio, value $399,831.

    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 17,151 shares
    Change vs previous 13F +797 shares

    <0.01% of the 13F portfolio, value $454,349.

    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 16,354 shares
    Change vs previous 13F -3,024 shares

    <0.01% of the 13F portfolio, value $440,745.

    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 19,378 shares
    Change vs previous 13F -9,933 shares

    <0.01% of the 13F portfolio, value $517,023.

    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 29,311 shares
    Change vs previous 13F +10,343 shares

    <0.01% of the 13F portfolio, value $788,193.

    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 18,968 shares
    Change vs previous 13F +10,183 shares

    <0.01% of the 13F portfolio, value $489,956.

    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 8,785 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $471,150.

    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).