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Disclosery

Corient Private Wealth LP: XLK position timeline

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

Corient Private Wealth LP held 1,264,034 XLK 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 1,264,034 shares
    Change vs previous 13F -194,289 shares

    0.33% of the 13F portfolio, value $240,824,249.

    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 1,458,323 shares
    Change vs previous 13F +125,153 shares

    0.26% of the 13F portfolio, value $183,422,411.

    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 1,333,170 shares
    Change vs previous 13F +771,937 shares

    0.26% of the 13F portfolio, value $191,975,894.

    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 561,233 shares
    Change vs previous 13F +64,441 shares

    0.24% of the 13F portfolio, value $154,896,633.

    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 496,792 shares
    Change vs previous 13F +17,402 shares

    0.17% of the 13F portfolio, value $125,801,928.

    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 479,390 shares
    Change vs previous 13F -113,413 shares

    0.16% of the 13F portfolio, value $98,984,502.

    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 592,803 shares
    Change vs previous 13F +11,945 shares

    0.21% of the 13F portfolio, value $124,063,336.

    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 580,858 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $131,133,953.

    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).