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Corient Private Wealth LP: IGV position timeline

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

Corient Private Wealth LP held 315,542 IGV 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 315,542 shares
    Change vs previous 13F -27,859 shares

    0.04% of the 13F portfolio, value $28,588,228.

    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 343,401 shares
    Change vs previous 13F -109,769 shares

    0.04% of the 13F portfolio, value $27,489,294.

    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 453,170 shares
    Change vs previous 13F +13,203 shares

    0.07% of the 13F portfolio, value $47,895,517.

    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 439,967 shares
    Change vs previous 13F +322,127 shares

    0.08% of the 13F portfolio, value $50,600,558.

    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 117,840 shares
    Change vs previous 13F -117,084 shares

    0.02% of the 13F portfolio, value $12,903,448.

    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 234,924 shares
    Change vs previous 13F +119,789 shares

    0.03% of the 13F portfolio, value $20,906,022.

    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 115,135 shares
    Change vs previous 13F +4,669 shares

    0.02% of the 13F portfolio, value $11,527,392.

    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 110,466 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,872,329.

    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).