Skip to content
Disclosery

Corient Private Wealth LP: SOXL position timeline

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

Corient Private Wealth LP held 24,310 SOXL 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 24,310 shares
    Change vs previous 13F -129 shares

    0.01% of the 13F portfolio, value $6,483,702.

    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 24,439 shares
    Change vs previous 13F -186 shares

    <0.01% of the 13F portfolio, value $1,169,237.

    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 24,625 shares
    Change vs previous 13F -7,040 shares

    <0.01% of the 13F portfolio, value $1,034,982.

    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 31,665 shares
    Change vs previous 13F +349 shares

    <0.01% of the 13F portfolio, value $1,103,213.

    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 31,316 shares
    Change vs previous 13F +172 shares

    <0.01% of the 13F portfolio, value $786,347.

    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 31,144 shares
    Change vs previous 13F +770 shares

    <0.01% of the 13F portfolio, value $496,749.

    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 30,374 shares
    Change vs previous 13F +4,074 shares

    <0.01% of the 13F portfolio, value $829,517.

    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 26,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $964,684.

    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).