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Disclosery

Corient Private Wealth LP: IAGG position timeline

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

Corient Private Wealth LP held 7,296 IAGG 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 7,296 shares
    Change vs previous 13F -213,602 shares

    <0.01% of the 13F portfolio, value $369,189.

    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 220,898 shares
    Change vs previous 13F +23,760 shares

    0.02% of the 13F portfolio, value $10,949,179.

    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 197,138 shares
    Change vs previous 13F +5,363 shares

    0.01% of the 13F portfolio, value $9,858,882.

    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 191,775 shares
    Change vs previous 13F -3,103 shares

    0.02% of the 13F portfolio, value $9,824,616.

    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 194,878 shares
    Change vs previous 13F -10,178 shares

    0.01% of the 13F portfolio, value $9,956,301.

    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 205,056 shares
    Change vs previous 13F +195,845 shares

    0.02% of the 13F portfolio, value $10,250,733.

    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 9,211 shares
    Change vs previous 13F +4,696 shares

    <0.01% of the 13F portfolio, value $225,623.

    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 4,515 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $233,968.

    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).