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Disclosery

Corient Private Wealth LP: IBB position timeline

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

Corient Private Wealth LP held 56,763 IBB 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 56,763 shares
    Change vs previous 13F -631 shares

    0.01% of the 13F portfolio, value $10,796,186.

    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 57,394 shares
    Change vs previous 13F -4,833 shares

    0.01% of the 13F portfolio, value $9,387,370.

    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 62,227 shares
    Change vs previous 13F +33,099 shares

    0.01% of the 13F portfolio, value $10,502,582.

    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 29,128 shares
    Change vs previous 13F -27,402 shares

    0.01% of the 13F portfolio, value $4,205,188.

    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 56,530 shares
    Change vs previous 13F -63,814 shares

    0.01% of the 13F portfolio, value $7,151,590.

    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 120,344 shares
    Change vs previous 13F +45,010 shares

    0.03% of the 13F portfolio, value $15,391,956.

    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 75,334 shares
    Change vs previous 13F -9,680 shares

    0.02% of the 13F portfolio, value $9,721,037.

    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 85,014 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $12,378,177.

    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).