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Disclosery

Corient Private Wealth LP: IJR position timeline

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

Corient Private Wealth LP held 2,300,207 IJR 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 2,300,207 shares
    Change vs previous 13F +187,266 shares

    0.47% of the 13F portfolio, value $341,143,877.

    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: 2,300,207 shares
    • Corient IA LP: 0 shares

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

  2. period ended2026-03-31
    13F 2,112,941 shares
    Change vs previous 13F -114,466 shares

    0.37% of the 13F portfolio, value $260,740,181.

    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: 2,110,941 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 2,227,407 shares
    Change vs previous 13F +493,906 shares

    0.36% of the 13F portfolio, value $267,988,570.

    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 1,733,501 shares
    Change vs previous 13F +634,950 shares

    0.24% of the 13F portfolio, value $150,057,142.

    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 1,098,551 shares
    Change vs previous 13F +34,677 shares

    0.16% of the 13F portfolio, value $119,952,068.

    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 1,063,874 shares
    Change vs previous 13F +110,857 shares

    0.18% of the 13F portfolio, value $111,249,531.

    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 953,017 shares
    Change vs previous 13F -118,831 shares

    0.17% of the 13F portfolio, value $103,956,418.

    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 1,071,848 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $125,247,774.

    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).