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Disclosery

Corient Private Wealth LP: IBN position timeline

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

Corient Private Wealth LP held 103,872 IBN 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 103,872 shares
    Change vs previous 13F -6,765 shares

    <0.01% of the 13F portfolio, value $3,015,406.

    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: 101,382 shares
    • Corient IA LP: 2,490 shares

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

  2. period ended2026-03-31
    13F 110,637 shares
    Change vs previous 13F +12,833 shares

    <0.01% of the 13F portfolio, value $2,830,260.

    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: 104,017 shares
    • Corient IA LP: 6,620 shares

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

  3. period ended2025-12-31
    13F/A 97,804 shares
    Change vs previous 13F -9,010 shares

    <0.01% of the 13F portfolio, value $2,914,575.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 97,804 shares
    • Corient IA LP: 0 shares

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

  4. period ended2025-09-30
    13F 106,814 shares
    Change vs previous 13F +21,405 shares

    0.01% of the 13F portfolio, value $3,229,000.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 96,814 shares
    • Corient IA LP: 10,000 shares

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

  5. period ended2025-06-30
    13F/A 85,409 shares
    Change vs previous 13F +13,644 shares

    <0.01% of the 13F portfolio, value $2,873,161.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 75,409 shares
    • Corient IA LP: 10,000 shares

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

  6. period ended2025-03-31
    13F 71,765 shares
    Change vs previous 13F +13,173 shares

    <0.01% of the 13F portfolio, value $2,262,034.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 61,765 shares
    • Corient IA LP: 10,000 shares

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

  7. period ended2024-12-31
    13F 58,592 shares
    Change vs previous 13F -47,168 shares

    <0.01% of the 13F portfolio, value $1,749,557.

    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 105,760 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,156,938.

    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).