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Disclosery

Corient Private Wealth LP: IRM position timeline

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

Corient Private Wealth LP held 216,659 IRM 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 216,659 shares
    Change vs previous 13F +4,341 shares

    0.04% of the 13F portfolio, value $27,366,226.

    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 212,318 shares
    Change vs previous 13F +991 shares

    0.03% of the 13F portfolio, value $21,661,081.

    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 211,327 shares
    Change vs previous 13F +8,803 shares

    0.02% of the 13F portfolio, value $17,535,645.

    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 202,524 shares
    Change vs previous 13F -17,751 shares

    0.03% of the 13F portfolio, value $20,645,429.

    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 220,275 shares
    Change vs previous 13F -3,497 shares

    0.03% of the 13F portfolio, value $22,594,099.

    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 223,772 shares
    Change vs previous 13F +7,630 shares

    0.03% of the 13F portfolio, value $19,256,017.

    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 216,142 shares
    Change vs previous 13F -6,087 shares

    0.04% of the 13F portfolio, value $22,718,737.

    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 222,229 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $26,407,453.

    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).