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Disclosery

Corient Private Wealth LP: IJH position timeline

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

Corient Private Wealth LP held 5,114,358 IJH 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 5,114,358 shares
    Change vs previous 13F +192,223 shares

    0.55% of the 13F portfolio, value $394,368,575.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 5,114,258 shares
    • Corient IA LP: 100 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,922,135 shares
    Change vs previous 13F +52,675 shares

    0.47% of the 13F portfolio, value $329,372,881.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 4,920,135 shares
    • Corient IA LP: 2,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 4,869,460 shares
    Change vs previous 13F +1,415,031 shares

    0.44% of the 13F portfolio, value $321,549,449.

    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 3,454,429 shares
    Change vs previous 13F -6,749,951 shares

    0.29% of the 13F portfolio, value $185,235,199.

    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 10,204,380 shares
    Change vs previous 13F +5,285,095 shares

    0.84% of the 13F portfolio, value $632,044,470.

    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 4,919,285 shares
    Change vs previous 13F +2,512,004 shares

    0.47% of the 13F portfolio, value $287,040,850.

    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 2,407,281 shares
    Change vs previous 13F -726,229 shares

    0.25% of the 13F portfolio, value $147,883,712.

    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 3,133,510 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $195,236,324.

    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).