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Disclosery

Corient Private Wealth LP: XLU position timeline

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

Corient Private Wealth LP held 329,766 XLU 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 329,766 shares
    Change vs previous 13F -6,218 shares

    0.02% of the 13F portfolio, value $14,952,092.

    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 335,984 shares
    Change vs previous 13F -7,485 shares

    0.02% of the 13F portfolio, value $14,520,788.

    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 343,469 shares
    Change vs previous 13F +244,732 shares

    0.02% of the 13F portfolio, value $14,663,558.

    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 98,737 shares
    Change vs previous 13F -49,725 shares

    0.01% of the 13F portfolio, value $7,995,769.

    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 148,462 shares
    Change vs previous 13F +12,054 shares

    0.02% of the 13F portfolio, value $12,123,355.

    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 136,408 shares
    Change vs previous 13F -18,441 shares

    0.02% of the 13F portfolio, value $10,755,834.

    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 154,849 shares
    Change vs previous 13F -16,782 shares

    0.02% of the 13F portfolio, value $10,878,174.

    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 171,631 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $13,864,313.

    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).