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Disclosery

Corient Private Wealth LP: IT position timeline

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

Corient Private Wealth LP held 21,373 IT 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 21,373 shares
    Change vs previous 13F +1,025 shares

    <0.01% of the 13F portfolio, value $2,770,371.

    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 20,348 shares
    Change vs previous 13F +488 shares

    <0.01% of the 13F portfolio, value $3,201,411.

    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 19,860 shares
    Change vs previous 13F -1,408 shares

    0.01% of the 13F portfolio, value $5,020,413.

    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 21,268 shares
    Change vs previous 13F -43,523 shares

    0.01% of the 13F portfolio, value $5,590,788.

    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: 21,268 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 64,791 shares
    Change vs previous 13F +1,282 shares

    0.03% of the 13F portfolio, value $26,189,821.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 63,401 shares
    • Corient IA LP: 1,390 shares

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

  6. period ended2025-03-31
    13F 63,509 shares
    Change vs previous 13F -58,227 shares

    0.04% of the 13F portfolio, value $26,657,270.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 62,119 shares
    • Corient IA LP: 1,390 shares

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

  7. period ended2024-12-31
    13F 121,736 shares
    Change vs previous 13F +1,559 shares

    0.1% of the 13F portfolio, value $58,977,538.

    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 120,177 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $60,900,897.

    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).