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Disclosery

Corient Private Wealth LP: ILPT position timeline

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

Corient Private Wealth LP held 34,002 ILPT 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 34,002 shares
    Change vs previous 13F +713 shares

    <0.01% of the 13F portfolio, value $301,602.

    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 33,289 shares
    Change vs previous 13F +10,002 shares

    <0.01% of the 13F portfolio, value $189,078.

    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 23,287 shares
    Change vs previous 13F +5,711 shares

    <0.01% of the 13F portfolio, value $129,009.

    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 17,576 shares
    Change vs previous 13F -7,618 shares

    <0.01% of the 13F portfolio, value $102,469.

    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 25,194 shares
    Change vs previous 13F -1,557 shares

    <0.01% of the 13F portfolio, value $114,634.

    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 26,751 shares
    Change vs previous 13F -14,513 shares

    <0.01% of the 13F portfolio, value $92,025.

    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 41,264 shares
    Change vs previous 13F -9,784 shares

    <0.01% of the 13F portfolio, value $150,617.

    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 51,048 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,988.

    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).