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Disclosery

Corient Private Wealth LP: XLV position timeline

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

Corient Private Wealth LP held 150,249 XLV 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 150,249 shares
    Change vs previous 13F -68,594 shares

    0.03% of the 13F portfolio, value $23,839,024.

    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 218,843 shares
    Change vs previous 13F +35,357 shares

    0.04% of the 13F portfolio, value $30,855,939.

    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 183,486 shares
    Change vs previous 13F +35,458 shares

    0.04% of the 13F portfolio, value $28,409,107.

    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 148,028 shares
    Change vs previous 13F -11,225 shares

    0.03% of the 13F portfolio, value $19,017,112.

    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 159,253 shares
    Change vs previous 13F +19,269 shares

    0.03% of the 13F portfolio, value $21,465,497.

    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 139,984 shares
    Change vs previous 13F -36,339 shares

    0.03% of the 13F portfolio, value $20,439,328.

    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 176,323 shares
    Change vs previous 13F +56,707 shares

    0.04% of the 13F portfolio, value $22,423,952.

    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 119,616 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $18,423,031.

    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).