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Disclosery

Corient Private Wealth LP: IEF position timeline

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

Corient Private Wealth LP held 137,362 IEF 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 137,362 shares
    Change vs previous 13F -19,270 shares

    0.02% of the 13F portfolio, value $12,990,728.

    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 156,632 shares
    Change vs previous 13F +36,539 shares

    0.02% of the 13F portfolio, value $12,088,396.

    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 120,093 shares
    Change vs previous 13F +50,388 shares

    0.02% of the 13F portfolio, value $11,548,137.

    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 69,705 shares
    Change vs previous 13F -3,149 shares

    0.01% of the 13F portfolio, value $6,723,732.

    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 72,854 shares
    Change vs previous 13F -74,382 shares

    0.01% of the 13F portfolio, value $6,977,193.

    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 147,236 shares
    Change vs previous 13F +76,232 shares

    0.02% of the 13F portfolio, value $14,042,040.

    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 71,004 shares
    Change vs previous 13F -19,334 shares

    0.01% of the 13F portfolio, value $5,996,447.

    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 90,338 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,863,967.

    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).