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Disclosery

Corient Private Wealth LP: IJJ position timeline

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

Corient Private Wealth LP held 94,530 IJJ 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 94,530 shares
    Change vs previous 13F -8,288 shares

    0.02% of the 13F portfolio, value $13,964,875.

    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 102,818 shares
    Change vs previous 13F -6,797 shares

    0.02% of the 13F portfolio, value $13,623,455.

    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 109,615 shares
    Change vs previous 13F -820 shares

    0.02% of the 13F portfolio, value $14,425,732.

    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 110,435 shares
    Change vs previous 13F -3,514 shares

    0.02% of the 13F portfolio, value $14,325,590.

    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 113,949 shares
    Change vs previous 13F -4,051 shares

    0.02% of the 13F portfolio, value $14,081,823.

    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 118,000 shares
    Change vs previous 13F -4,456 shares

    0.02% of the 13F portfolio, value $14,128,213.

    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 122,456 shares
    Change vs previous 13F -25,121 shares

    0.03% of the 13F portfolio, value $15,302,099.

    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 147,577 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $18,243,435.

    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).