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Disclosery

Corient Private Wealth LP: IQDG position timeline

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

Corient Private Wealth LP held 133,441 IQDG 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 133,441 shares
    Change vs previous 13F +16,435 shares

    0.01% of the 13F portfolio, value $5,748,650.

    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 117,006 shares
    Change vs previous 13F +5,253 shares

    0.01% of the 13F portfolio, value $4,696,607.

    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 111,753 shares
    Change vs previous 13F +33,143 shares

    0.01% of the 13F portfolio, value $4,635,530.

    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 78,610 shares
    Change vs previous 13F +2,871 shares

    <0.01% of the 13F portfolio, value $3,134,969.

    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 75,739 shares
    Change vs previous 13F -438 shares

    <0.01% of the 13F portfolio, value $3,002,310.

    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 76,177 shares
    Change vs previous 13F +1,472 shares

    <0.01% of the 13F portfolio, value $2,718,003.

    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 74,705 shares
    Change vs previous 13F -6,231 shares

    <0.01% of the 13F portfolio, value $2,555,642.

    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 80,936 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,168,628.

    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).