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Disclosery

Corient Private Wealth LP: XBI position timeline

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

Corient Private Wealth LP held 52,212 XBI 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 52,212 shares
    Change vs previous 13F -637 shares

    0.01% of the 13F portfolio, value $8,262,617.

    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 52,849 shares
    Change vs previous 13F -1,662 shares

    0.01% of the 13F portfolio, value $6,298,727.

    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 54,511 shares
    Change vs previous 13F +15,808 shares

    0.01% of the 13F portfolio, value $6,646,076.

    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 38,703 shares
    Change vs previous 13F -4,437 shares

    0.01% of the 13F portfolio, value $3,877,934.

    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 43,140 shares
    Change vs previous 13F -14,439 shares

    <0.01% of the 13F portfolio, value $3,577,563.

    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 57,579 shares
    Change vs previous 13F -28,167 shares

    0.01% of the 13F portfolio, value $4,669,787.

    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 85,746 shares
    Change vs previous 13F -20,259 shares

    0.01% of the 13F portfolio, value $7,458,416.

    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 106,005 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,473,290.

    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).