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Disclosery

Corient Private Wealth LP: XLI position timeline

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

Corient Private Wealth LP held 109,341 XLI 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 109,341 shares
    Change vs previous 13F -4,618 shares

    0.03% of the 13F portfolio, value $20,253,564.

    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: 109,341 shares
    • Corient IA LP: 0 shares

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

  2. period ended2026-03-31
    13F 113,959 shares
    Change vs previous 13F -15,976 shares

    0.02% of the 13F portfolio, value $14,188,496.

    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: 113,859 shares
    • Corient IA LP: 100 shares

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

  3. period ended2025-12-31
    13F/A 129,935 shares
    Change vs previous 13F +30,152 shares

    0.03% of the 13F portfolio, value $20,168,897.

    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 99,783 shares
    Change vs previous 13F -6,063 shares

    0.02% of the 13F portfolio, value $15,389,715.

    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 105,846 shares
    Change vs previous 13F +35,233 shares

    0.02% of the 13F portfolio, value $15,614,542.

    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 70,613 shares
    Change vs previous 13F -97,176 shares

    0.02% of the 13F portfolio, value $9,255,601.

    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 167,789 shares
    Change vs previous 13F +45,181 shares

    0.03% of the 13F portfolio, value $17,424,207.

    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 122,608 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $16,606,146.

    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).