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Disclosery

Corient Private Wealth LP: VHT position timeline

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

Corient Private Wealth LP held 42,930 VHT 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 42,930 shares
    Change vs previous 13F -977 shares

    0.02% of the 13F portfolio, value $12,836,432.

    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 43,907 shares
    Change vs previous 13F -64 shares

    0.02% of the 13F portfolio, value $11,549,218.

    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 43,971 shares
    Change vs previous 13F +17,390 shares

    0.02% of the 13F portfolio, value $12,657,740.

    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 26,581 shares
    Change vs previous 13F -17,070 shares

    0.01% of the 13F portfolio, value $6,900,855.

    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 43,651 shares
    Change vs previous 13F -1,449 shares

    0.01% of the 13F portfolio, value $10,840,207.

    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 45,100 shares
    Change vs previous 13F -2,523 shares

    0.02% of the 13F portfolio, value $11,939,578.

    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 47,623 shares
    Change vs previous 13F -3,952 shares

    0.02% of the 13F portfolio, value $11,734,947.

    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 51,575 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $14,554,751.

    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).