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Disclosery

Corient Private Wealth LP: IEX position timeline

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

Corient Private Wealth LP held 215,103 IEX 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 215,103 shares
    Change vs previous 13F -20,193 shares

    0.07% of the 13F portfolio, value $48,817,673.

    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 235,296 shares
    Change vs previous 13F +19,771 shares

    0.06% of the 13F portfolio, value $44,594,786.

    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 215,525 shares
    Change vs previous 13F -7,333 shares

    0.05% of the 13F portfolio, value $38,352,255.

    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 222,858 shares
    Change vs previous 13F +1,066 shares

    0.06% of the 13F portfolio, value $36,272,371.

    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 221,792 shares
    Change vs previous 13F -8,313 shares

    0.05% of the 13F portfolio, value $38,940,023.

    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 230,105 shares
    Change vs previous 13F -26,664 shares

    0.07% of the 13F portfolio, value $41,642,332.

    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 256,769 shares
    Change vs previous 13F +180,601 shares

    0.09% of the 13F portfolio, value $53,739,590.

    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 76,168 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $16,337,383.

    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).