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Disclosery

Corient Private Wealth LP: IJT position timeline

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

Corient Private Wealth LP held 118,034 IJT 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 118,034 shares
    Change vs previous 13F -5,229 shares

    0.03% of the 13F portfolio, value $21,080,701.

    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 123,263 shares
    Change vs previous 13F -604 shares

    0.03% of the 13F portfolio, value $17,767,840.

    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 123,867 shares
    Change vs previous 13F +74,993 shares

    0.02% of the 13F portfolio, value $17,485,156.

    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 48,874 shares
    Change vs previous 13F -55,402 shares

    0.01% of the 13F portfolio, value $6,915,592.

    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 104,276 shares
    Change vs previous 13F -6,437 shares

    0.02% of the 13F portfolio, value $13,872,820.

    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 110,713 shares
    Change vs previous 13F -5,229 shares

    0.02% of the 13F portfolio, value $13,783,905.

    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 115,942 shares
    Change vs previous 13F -9,315 shares

    0.03% of the 13F portfolio, value $15,695,214.

    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 125,257 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $17,471,988.

    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).