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Disclosery

Corient Private Wealth LP: IBIT position timeline

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

Corient Private Wealth LP held 685,453 IBIT 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 685,453 shares
    Change vs previous 13F -121,276 shares

    0.03% of the 13F portfolio, value $22,818,690.

    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: 676,453 shares
    • Corient IA LP: 9,000 shares

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

  2. period ended2026-03-31
    13F 806,729 shares
    Change vs previous 13F +157,816 shares

    0.04% of the 13F portfolio, value $28,816,187.

    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: 797,729 shares
    • Corient IA LP: 9,000 shares

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

  3. period ended2025-12-31
    13F/A 648,913 shares
    Change vs previous 13F +168,720 shares

    0.04% of the 13F portfolio, value $32,066,694.

    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 480,193 shares
    Change vs previous 13F +160,917 shares

    0.05% of the 13F portfolio, value $31,212,452.

    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 319,276 shares
    Change vs previous 13F +18,681 shares

    0.03% of the 13F portfolio, value $19,542,807.

    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 300,595 shares
    Change vs previous 13F -27,444 shares

    0.02% of the 13F portfolio, value $14,070,957.

    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 328,039 shares
    Change vs previous 13F +81,253 shares

    0.02% of the 13F portfolio, value $13,438,298.

    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 246,786 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,916,372.

    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).