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Disclosery

Corient Private Wealth LP: XLP position timeline

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

Corient Private Wealth LP held 91,700 XLP 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 91,700 shares
    Change vs previous 13F -6,469 shares

    0.01% of the 13F portfolio, value $7,617,607.

    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: 91,700 shares
    • Corient IA LP: 0 shares

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

  2. period ended2026-03-31
    13F 98,169 shares
    Change vs previous 13F -14,875 shares

    0.01% of the 13F portfolio, value $6,398,983.

    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: 98,069 shares
    • Corient IA LP: 100 shares

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

  3. period ended2025-12-31
    13F/A 113,044 shares
    Change vs previous 13F +15,597 shares

    0.01% of the 13F portfolio, value $8,784,435.

    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 97,447 shares
    Change vs previous 13F +15,474 shares

    0.01% of the 13F portfolio, value $6,482,134.

    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 81,973 shares
    Change vs previous 13F +24,430 shares

    0.01% of the 13F portfolio, value $6,637,379.

    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 57,543 shares
    Change vs previous 13F -33,880 shares

    0.01% of the 13F portfolio, value $4,699,549.

    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 91,423 shares
    Change vs previous 13F -63,751 shares

    0.01% of the 13F portfolio, value $5,135,345.

    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 155,174 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $12,879,565.

    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).