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Disclosery

Corient Private Wealth LP: XAR position timeline

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

Corient Private Wealth LP held 25,011 XAR 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 25,011 shares
    Change vs previous 13F +2,379 shares

    0.01% of the 13F portfolio, value $7,098,358.

    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 22,632 shares
    Change vs previous 13F -1,171 shares

    0.01% of the 13F portfolio, value $5,747,771.

    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 23,803 shares
    Change vs previous 13F -382 shares

    0.01% of the 13F portfolio, value $5,744,837.

    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 24,185 shares
    Change vs previous 13F -2,499 shares

    0.01% of the 13F portfolio, value $5,682,752.

    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 26,684 shares
    Change vs previous 13F -2,121 shares

    0.01% of the 13F portfolio, value $5,628,688.

    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 28,805 shares
    Change vs previous 13F -961 shares

    0.01% of the 13F portfolio, value $4,628,845.

    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 29,766 shares
    Change vs previous 13F +426 shares

    0.01% of the 13F portfolio, value $4,935,973.

    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 29,340 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,616,411.

    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).