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Disclosery

Corient Private Wealth LP: IDV position timeline

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

Corient Private Wealth LP held 30,744 IDV 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 30,744 shares
    Change vs previous 13F +2,055 shares

    <0.01% of the 13F portfolio, value $1,276,265.

    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 28,689 shares
    Change vs previous 13F +1,307 shares

    <0.01% of the 13F portfolio, value $1,214,220.

    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 27,382 shares
    Change vs previous 13F +980 shares

    <0.01% of the 13F portfolio, value $1,080,251.

    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 26,402 shares
    Change vs previous 13F +10,687 shares

    <0.01% of the 13F portfolio, value $964,995.

    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 15,715 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $542,325.

    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 16,115 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $499,887.

    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 16,115 shares
    Change vs previous 13F +2,702 shares

    <0.01% of the 13F portfolio, value $441,228.

    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 13,413 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $405,476.

    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).