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Disclosery

Corient Private Wealth LP: IGSB position timeline

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

Corient Private Wealth LP held 85,350 IGSB 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 85,350 shares
    Change vs previous 13F -3,383 shares

    0.01% of the 13F portfolio, value $4,473,184.

    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 88,733 shares
    Change vs previous 13F -1,357 shares

    0.01% of the 13F portfolio, value $4,597,020.

    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 90,090 shares
    Change vs previous 13F -8,799 shares

    0.01% of the 13F portfolio, value $4,764,324.

    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 98,889 shares
    Change vs previous 13F +11,213 shares

    0.01% of the 13F portfolio, value $5,244,105.

    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 87,676 shares
    Change vs previous 13F -51,759 shares

    0.01% of the 13F portfolio, value $4,625,719.

    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 139,435 shares
    Change vs previous 13F -6,367 shares

    0.01% of the 13F portfolio, value $7,302,310.

    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 145,802 shares
    Change vs previous 13F +4,723 shares

    0.01% of the 13F portfolio, value $7,538,010.

    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 141,079 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,429,221.

    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).