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Disclosery

Corient Private Wealth LP: IOT position timeline

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

Corient Private Wealth LP held 41,736 IOT 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 41,736 shares
    Change vs previous 13F -13,274 shares

    <0.01% of the 13F portfolio, value $1,353,501.

    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: 37,386 shares
    • Corient IA LP: 4,350 shares

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

  2. period ended2026-03-31
    13F 55,010 shares
    Change vs previous 13F +15,628 shares

    <0.01% of the 13F portfolio, value $1,644,695.

    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: 50,660 shares
    • Corient IA LP: 4,350 shares

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

  3. period ended2025-12-31
    13F/A 39,382 shares
    Change vs previous 13F +19,659 shares

    <0.01% of the 13F portfolio, value $1,396,093.

    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 19,723 shares
    Change vs previous 13F -19,694 shares

    <0.01% of the 13F portfolio, value $734,683.

    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 39,417 shares
    Change vs previous 13F +6,130 shares

    <0.01% of the 13F portfolio, value $1,568,010.

    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 33,287 shares
    Change vs previous 13F -4,942 shares

    <0.01% of the 13F portfolio, value $1,275,892.

    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 38,229 shares
    Change vs previous 13F +180 shares

    <0.01% of the 13F portfolio, value $1,670,225.

    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 38,049 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,830,919.

    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).