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Disclosery

Corient Private Wealth LP: IRTC position timeline

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

Corient Private Wealth LP held 1,340 IRTC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,340 shares
    Change vs previous 13F -14,004 shares

    0.15% of the 13F portfolio, value $159,393.

    13F-HR 0002058426-26-000005 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 0 shares
    • Corient IA LP: 1,340 shares

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

  2. period ended2026-03-31
    13F 15,344 shares
    Change vs previous 13F +13,844 shares

    <0.01% of the 13F portfolio, value $1,808,423.

    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: 15,344 shares
    • Corient IA LP: 0 shares

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

  3. period ended2025-12-31
    13F/A 1,500 shares
    Change vs previous 13F -1,573 shares

    0.25% of the 13F portfolio, value $266,160.

    13F-HR 0002058426-26-000002 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 0 shares
    • Corient IA LP: 1,500 shares

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

  4. period ended2025-09-30
    13F 3,073 shares
    Change vs previous 13F +1,573 shares

    <0.01% of the 13F portfolio, value $528,525.

    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: 1,573 shares
    • Corient IA LP: 1,500 shares

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

  5. period ended2025-06-30
    13F 1,500 shares
    Change vs previous 13F +1,500 shares

    0.14% of the 13F portfolio, value $230,940.

    13F-HR 0002058426-25-000004 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -5,344 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 5,344 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $396,739.

    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).