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Disclosery

Corient Private Wealth LP: SCHR position timeline

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

Corient Private Wealth LP held 21,590 SCHR 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 21,590 shares
    Change vs previous 13F -22,740 shares

    <0.01% of the 13F portfolio, value $532,410.

    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 44,330 shares
    Change vs previous 13F +1,334 shares

    <0.01% of the 13F portfolio, value $1,104,257.

    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 42,996 shares
    Change vs previous 13F +11,362 shares

    <0.01% of the 13F portfolio, value $1,078,394.

    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 31,634 shares
    Change vs previous 13F +1,210 shares

    <0.01% of the 13F portfolio, value $794,962.

    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 30,424 shares
    Change vs previous 13F +9,739 shares

    <0.01% of the 13F portfolio, value $761,513.

    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 20,685 shares
    Change vs previous 13F -16,284 shares

    <0.01% of the 13F portfolio, value $514,230.

    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 36,969 shares
    Change vs previous 13F +17,690 shares

    <0.01% of the 13F portfolio, value $897,978.

    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 19,279 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $975,517.

    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).