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Disclosery

Corient Private Wealth LP: SHY position timeline

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

Corient Private Wealth LP held 326,906 SHY 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 326,906 shares
    Change vs previous 13F -28,637 shares

    0.04% of the 13F portfolio, value $26,841,983.

    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 355,543 shares
    Change vs previous 13F -3,253 shares

    0.04% of the 13F portfolio, value $29,170,857.

    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 358,796 shares
    Change vs previous 13F +18,250 shares

    0.04% of the 13F portfolio, value $29,715,462.

    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 340,546 shares
    Change vs previous 13F -39,570 shares

    0.04% of the 13F portfolio, value $28,251,804.

    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 380,116 shares
    Change vs previous 13F -766,242 shares

    0.04% of the 13F portfolio, value $31,496,431.

    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 1,146,358 shares
    Change vs previous 13F +538,949 shares

    0.16% of the 13F portfolio, value $94,838,288.

    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 607,409 shares
    Change vs previous 13F -205,541 shares

    0.05% of the 13F portfolio, value $31,530,266.

    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 812,950 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $67,596,790.

    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).