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Disclosery

Corient Private Wealth LP: XLF position timeline

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

Corient Private Wealth LP held 462,778 XLF 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 462,778 shares
    Change vs previous 13F -331,976 shares

    0.03% of the 13F portfolio, value $24,809,542.

    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 794,754 shares
    Change vs previous 13F +244,349 shares

    0.05% of the 13F portfolio, value $35,169,044.

    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 550,405 shares
    Change vs previous 13F +122,623 shares

    0.04% of the 13F portfolio, value $30,151,727.

    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 427,782 shares
    Change vs previous 13F -29,432 shares

    0.03% of the 13F portfolio, value $21,191,629.

    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 457,214 shares
    Change vs previous 13F +104,248 shares

    0.03% of the 13F portfolio, value $23,944,379.

    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 352,966 shares
    Change vs previous 13F -162,477 shares

    0.03% of the 13F portfolio, value $17,581,264.

    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 515,443 shares
    Change vs previous 13F -45,402 shares

    0.03% of the 13F portfolio, value $19,040,639.

    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 560,845 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $25,417,505.

    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).