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Disclosery

Corient Private Wealth LP: XLB position timeline

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

Corient Private Wealth LP held 246,110 XLB 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 246,110 shares
    Change vs previous 13F -6,040 shares

    0.02% of the 13F portfolio, value $12,509,763.

    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: 246,110 shares
    • Corient IA LP: 0 shares

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

  2. period ended2026-03-31
    13F 252,150 shares
    Change vs previous 13F -9,737 shares

    0.02% of the 13F portfolio, value $12,007,312.

    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: 252,100 shares
    • Corient IA LP: 50 shares

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

  3. period ended2025-12-31
    13F/A 261,887 shares
    Change vs previous 13F +217,969 shares

    0.02% of the 13F portfolio, value $11,877,615.

    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 43,918 shares
    Change vs previous 13F -93,206 shares

    0.01% of the 13F portfolio, value $3,935,970.

    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 137,124 shares
    Change vs previous 13F +10,007 shares

    0.02% of the 13F portfolio, value $12,040,828.

    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 127,117 shares
    Change vs previous 13F -26,018 shares

    0.02% of the 13F portfolio, value $10,929,590.

    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 153,135 shares
    Change vs previous 13F +12,340 shares

    0.02% of the 13F portfolio, value $12,054,037.

    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 140,795 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $13,569,795.

    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).