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Disclosery

Corient Private Wealth LP: SHAK position timeline

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

Corient Private Wealth LP held 24,246 SHAK 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 24,246 shares
    Change vs previous 13F -29,130 shares

    <0.01% of the 13F portfolio, value $1,358,264.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 22,906 shares
    • Corient IA LP: 1,340 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 53,376 shares
    Change vs previous 13F +49,592 shares

    0.01% of the 13F portfolio, value $4,715,636.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 52,036 shares
    • Corient IA LP: 1,340 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 3,784 shares
    Change vs previous 13F -342 shares

    <0.01% of the 13F portfolio, value $307,148.

    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 4,126 shares
    Change vs previous 13F +307 shares

    <0.01% of the 13F portfolio, value $386,236.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 4,126 shares
    • Corient IA LP: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 3,819 shares
    Change vs previous 13F +863 shares

    <0.01% of the 13F portfolio, value $536,951.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 2,319 shares
    • Corient IA LP: 1,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,956 shares
    Change vs previous 13F -248 shares

    <0.01% of the 13F portfolio, value $260,631.

    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 3,204 shares
    Change vs previous 13F -163 shares

    <0.01% of the 13F portfolio, value $415,879.

    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 3,367 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $347,508.

    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).