Skip to content
Disclosery

Corient Private Wealth LP: SHG position timeline

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

Corient Private Wealth LP held 38,537 SHG 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 38,537 shares
    Change vs previous 13F +12,212 shares

    <0.01% of the 13F portfolio, value $2,437,442.

    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 26,325 shares
    Change vs previous 13F +3,416 shares

    <0.01% of the 13F portfolio, value $1,594,169.

    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 22,909 shares
    Change vs previous 13F +1,726 shares

    <0.01% of the 13F portfolio, value $1,228,629.

    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 21,183 shares
    Change vs previous 13F +1,107 shares

    <0.01% of the 13F portfolio, value $1,066,970.

    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 20,076 shares
    Change vs previous 13F +213 shares

    <0.01% of the 13F portfolio, value $907,035.

    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 19,863 shares
    Change vs previous 13F -4,867 shares

    <0.01% of the 13F portfolio, value $637,212.

    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 24,730 shares
    Change vs previous 13F +4,333 shares

    <0.01% of the 13F portfolio, value $813,124.

    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 20,397 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $864,222.

    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).