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Disclosery

Corient Private Wealth LP: ITA position timeline

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

Corient Private Wealth LP held 35,171 ITA 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 35,171 shares
    Change vs previous 13F +2,345 shares

    0.01% of the 13F portfolio, value $8,525,899.

    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 32,826 shares
    Change vs previous 13F +965 shares

    0.01% of the 13F portfolio, value $7,063,280.

    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 31,861 shares
    Change vs previous 13F +24,885 shares

    0.01% of the 13F portfolio, value $6,840,843.

    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 6,976 shares
    Change vs previous 13F +992 shares

    <0.01% of the 13F portfolio, value $1,459,878.

    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 5,984 shares
    Change vs previous 13F -4,501 shares

    <0.01% of the 13F portfolio, value $1,128,814.

    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 10,485 shares
    Change vs previous 13F -3,387 shares

    <0.01% of the 13F portfolio, value $1,605,399.

    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 13,872 shares
    Change vs previous 13F -5,269 shares

    <0.01% of the 13F portfolio, value $812,057.

    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 19,141 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,864,308.

    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).