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Corient Private Wealth LP: IQLT position timeline

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

Corient Private Wealth LP held 2,789,127 IQLT 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 2,789,127 shares
    Change vs previous 13F +204,208 shares

    0.19% of the 13F portfolio, value $138,201,211.

    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 2,584,919 shares
    Change vs previous 13F +2,235,334 shares

    0.17% of the 13F portfolio, value $119,507,147.

    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 349,585 shares
    Change vs previous 13F -2,437,215 shares

    0.02% of the 13F portfolio, value $15,914,475.

    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 2,786,800 shares
    Change vs previous 13F +172,246 shares

    0.19% of the 13F portfolio, value $123,148,715.

    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 2,614,554 shares
    Change vs previous 13F -38,682 shares

    0.15% of the 13F portfolio, value $113,001,028.

    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 2,653,236 shares
    Change vs previous 13F -32,643 shares

    0.17% of the 13F portfolio, value $105,306,954.

    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 2,685,879 shares
    Change vs previous 13F -67,920 shares

    0.17% of the 13F portfolio, value $99,699,850.

    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 2,753,799 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $114,255,104.

    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).