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Disclosery

Corient Private Wealth LP: IGM position timeline

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

Corient Private Wealth LP held 100,862 IGM 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 100,862 shares
    Change vs previous 13F -2,465 shares

    0.02% of the 13F portfolio, value $16,499,059.

    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 103,327 shares
    Change vs previous 13F -2,321 shares

    0.02% of the 13F portfolio, value $12,245,313.

    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 105,648 shares
    Change vs previous 13F -9,870 shares

    0.02% of the 13F portfolio, value $13,646,085.

    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 115,518 shares
    Change vs previous 13F +110,282 shares

    0.02% of the 13F portfolio, value $13,268,529.

    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 5,236 shares
    Change vs previous 13F -10,292 shares

    <0.01% of the 13F portfolio, value $588,221.

    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 15,528 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,408,014.

    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).