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Disclosery

Corient Private Wealth LP: SHV position timeline

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

Corient Private Wealth LP held 40,417 SHV 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 40,417 shares
    Change vs previous 13F -4,302 shares

    0.01% of the 13F portfolio, value $4,460,498.

    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 44,719 shares
    Change vs previous 13F +6,880 shares

    0.01% of the 13F portfolio, value $4,924,399.

    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 37,839 shares
    Change vs previous 13F +9,342 shares

    0.01% of the 13F portfolio, value $4,167,959.

    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 28,497 shares
    Change vs previous 13F +14,571 shares

    <0.01% of the 13F portfolio, value $3,148,635.

    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 13,926 shares
    Change vs previous 13F -77,478 shares

    <0.01% of the 13F portfolio, value $1,537,709.

    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 91,404 shares
    Change vs previous 13F -39,587 shares

    0.02% of the 13F portfolio, value $10,096,567.

    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 130,991 shares
    Change vs previous 13F -130,237 shares

    <0.01% of the 13F portfolio, value $1,791,143.

    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 261,228 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $28,899,748.

    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).