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Disclosery

Corient Private Wealth LP: IMO position timeline

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

Corient Private Wealth LP held 16,382 IMO 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 16,382 shares
    Change vs previous 13F -2,453 shares

    <0.01% of the 13F portfolio, value $1,835,246.

    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: 15,282 shares
    • Corient IA LP: 1,100 shares

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

  2. period ended2026-03-31
    13F 18,835 shares
    Change vs previous 13F -247 shares

    <0.01% of the 13F portfolio, value $2,421,788.

    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: 15,515 shares
    • Corient IA LP: 3,320 shares

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

  3. period ended2025-12-31
    13F/A 19,082 shares
    Change vs previous 13F -6,378 shares

    <0.01% of the 13F portfolio, value $1,646,999.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 15,762 shares
    • Corient IA LP: 3,320 shares

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

  4. period ended2025-09-30
    13F 25,460 shares
    Change vs previous 13F +5,376 shares

    <0.01% of the 13F portfolio, value $2,310,264.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 20,460 shares
    • Corient IA LP: 5,000 shares

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

  5. period ended2025-06-30
    13F/A 20,084 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $1,596,276.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 15,084 shares
    • Corient IA LP: 5,000 shares

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

  6. period ended2025-03-31
    13F 20,034 shares
    Change vs previous 13F -1,060 shares

    <0.01% of the 13F portfolio, value $1,448,912.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 15,034 shares
    • Corient IA LP: 5,000 shares

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

  7. period ended2024-12-31
    13F 21,094 shares
    Change vs previous 13F -18,983 shares

    <0.01% of the 13F portfolio, value $1,299,427.

    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 40,077 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,823,441.

    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).