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Disclosery

Corient Private Wealth LP: ITOT position timeline

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

Corient Private Wealth LP held 527,619 ITOT 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 527,619 shares
    Change vs previous 13F -4,962 shares

    0.12% of the 13F portfolio, value $86,671,694.

    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 532,581 shares
    Change vs previous 13F +62,197 shares

    0.11% of the 13F portfolio, value $76,078,024.

    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 470,384 shares
    Change vs previous 13F +120,667 shares

    0.1% of the 13F portfolio, value $69,946,414.

    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 349,717 shares
    Change vs previous 13F +85,186 shares

    0.08% of the 13F portfolio, value $50,936,190.

    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 264,531 shares
    Change vs previous 13F -278,147 shares

    0.05% of the 13F portfolio, value $35,722,131.

    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 542,678 shares
    Change vs previous 13F +277,708 shares

    0.11% of the 13F portfolio, value $66,212,502.

    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 264,970 shares
    Change vs previous 13F -60,411 shares

    0.05% of the 13F portfolio, value $32,023,782.

    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 325,381 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $40,874,222.

    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).