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Corient Private Wealth LP: IEFA position timeline

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

Corient Private Wealth LP held 3,377,165 IEFA 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 3,377,165 shares
    Change vs previous 13F +31,452 shares

    0.45% of the 13F portfolio, value $326,166,677.

    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 3,345,713 shares
    Change vs previous 13F +11,159 shares

    0.43% of the 13F portfolio, value $301,984,509.

    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 3,334,554 shares
    Change vs previous 13F +303,391 shares

    0.4% of the 13F portfolio, value $297,649,443.

    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 3,031,163 shares
    Change vs previous 13F +1,520,451 shares

    0.2% of the 13F portfolio, value $124,804,264.

    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 1,510,712 shares
    Change vs previous 13F +119,072 shares

    0.13% of the 13F portfolio, value $99,036,491.

    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 1,391,640 shares
    Change vs previous 13F -26,830 shares

    0.17% of the 13F portfolio, value $105,277,636.

    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 1,418,470 shares
    Change vs previous 13F +31,202 shares

    0.16% of the 13F portfolio, value $99,176,110.

    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 1,387,268 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $84,260,003.

    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).