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Disclosery

Corient Private Wealth LP: XHB position timeline

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

Corient Private Wealth LP held 6,301 XHB 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 6,301 shares
    Change vs previous 13F +180 shares

    <0.01% of the 13F portfolio, value $727,707.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 6,301 shares
    • Corient IA LP: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,121 shares
    Change vs previous 13F +241 shares

    <0.01% of the 13F portfolio, value $604,228.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 6,021 shares
    • Corient IA LP: 100 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 5,880 shares
    Change vs previous 13F +3,029 shares

    <0.01% of the 13F portfolio, value $605,442.

    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 2,851 shares
    Change vs previous 13F -705 shares

    <0.01% of the 13F portfolio, value $315,891.

    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 3,556 shares
    Change vs previous 13F +506 shares

    <0.01% of the 13F portfolio, value $350,515.

    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 3,050 shares
    Change vs previous 13F +245 shares

    <0.01% of the 13F portfolio, value $295,546.

    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 2,805 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $293,124.

    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).