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Disclosery

Corient Private Wealth LP: XJH position timeline

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

Corient Private Wealth LP held 27,772 XJH 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 27,772 shares
    Change vs previous 13F +901 shares

    <0.01% of the 13F portfolio, value $1,448,310.

    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: 27,772 shares
    • Corient IA LP: 0 shares

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

  2. period ended2026-03-31
    13F 26,871 shares
    Change vs previous 13F +137 shares

    <0.01% of the 13F portfolio, value $1,219,137.

    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: 25,971 shares
    • Corient IA LP: 900 shares

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

  3. period ended2025-12-31
    13F/A 26,734 shares
    Change vs previous 13F -645 shares

    <0.01% of the 13F portfolio, value $1,193,673.

    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 27,379 shares
    Change vs previous 13F +4,359 shares

    <0.01% of the 13F portfolio, value $1,200,569.

    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 23,020 shares
    Change vs previous 13F +1,482 shares

    <0.01% of the 13F portfolio, value $955,330.

    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 21,538 shares
    Change vs previous 13F -1,573 shares

    <0.01% of the 13F portfolio, value $841,490.

    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 23,111 shares
    Change vs previous 13F +4,397 shares

    <0.01% of the 13F portfolio, value $966,871.

    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 18,714 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $791,387.

    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).