Skip to content
Disclosery

Corient Private Wealth LP: SCHV position timeline

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

Corient Private Wealth LP held 82,048 SCHV 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 82,048 shares
    Change vs previous 13F -13,855 shares

    <0.01% of the 13F portfolio, value $2,856,055.

    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 95,903 shares
    Change vs previous 13F -727 shares

    <0.01% of the 13F portfolio, value $2,919,458.

    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 96,630 shares
    Change vs previous 13F +22,358 shares

    <0.01% of the 13F portfolio, value $2,861,367.

    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 74,272 shares
    Change vs previous 13F -334 shares

    <0.01% of the 13F portfolio, value $2,162,033.

    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 74,606 shares
    Change vs previous 13F -1,368 shares

    <0.01% of the 13F portfolio, value $2,064,347.

    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 75,974 shares
    Change vs previous 13F +15,159 shares

    <0.01% of the 13F portfolio, value $2,019,397.

    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 60,815 shares
    Change vs previous 13F +35,070 shares

    <0.01% of the 13F portfolio, value $1,585,479.

    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 25,745 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,069,018.

    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).