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Disclosery

Corient Private Wealth LP: IBM position timeline

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

Corient Private Wealth LP held 454,375 IBM 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 454,375 shares
    Change vs previous 13F -49,850 shares

    0.18% of the 13F portfolio, value $127,774,835.

    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 504,225 shares
    Change vs previous 13F -8,114 shares

    0.17% of the 13F portfolio, value $120,531,609.

    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 512,339 shares
    Change vs previous 13F +99,690 shares

    0.21% of the 13F portfolio, value $151,938,049.

    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 412,649 shares
    Change vs previous 13F +24,791 shares

    0.18% of the 13F portfolio, value $114,295,616.

    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 387,858 shares
    Change vs previous 13F -130 shares

    0.15% of the 13F portfolio, value $114,332,859.

    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 387,988 shares
    Change vs previous 13F -19,694 shares

    0.16% of the 13F portfolio, value $96,479,006.

    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 407,682 shares
    Change vs previous 13F -47,429 shares

    0.15% of the 13F portfolio, value $87,518,116.

    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 455,111 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $100,616,207.

    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).