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Disclosery

Corient Private Wealth LP: IDEV position timeline

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

Corient Private Wealth LP held 34,593 IDEV 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 34,593 shares
    Change vs previous 13F -3,588 shares

    <0.01% of the 13F portfolio, value $3,079,070.

    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 38,181 shares
    Change vs previous 13F +24,836 shares

    <0.01% of the 13F portfolio, value $3,161,467.

    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 13,345 shares
    Change vs previous 13F -19,550 shares

    <0.01% of the 13F portfolio, value $1,100,767.

    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 32,895 shares
    Change vs previous 13F +371 shares

    <0.01% of the 13F portfolio, value $2,637,208.

    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 32,524 shares
    Change vs previous 13F +5,410 shares

    <0.01% of the 13F portfolio, value $2,473,139.

    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 27,114 shares
    Change vs previous 13F +357 shares

    <0.01% of the 13F portfolio, value $1,867,913.

    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 26,757 shares
    Change vs previous 13F +18,982 shares

    <0.01% of the 13F portfolio, value $1,725,038.

    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 7,775 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $550,735.

    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).