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Disclosery

Corient Private Wealth LP: IUSG position timeline

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

Corient Private Wealth LP held 550,068 IUSG 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 550,068 shares
    Change vs previous 13F +106,417 shares

    0.14% of the 13F portfolio, value $103,461,627.

    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 443,651 shares
    Change vs previous 13F +89,704 shares

    0.1% of the 13F portfolio, value $68,911,202.

    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 353,947 shares
    Change vs previous 13F +92,774 shares

    0.08% of the 13F portfolio, value $59,456,218.

    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 261,173 shares
    Change vs previous 13F +31,603 shares

    0.07% of the 13F portfolio, value $42,973,309.

    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 229,570 shares
    Change vs previous 13F +35,447 shares

    0.05% of the 13F portfolio, value $34,527,434.

    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 194,123 shares
    Change vs previous 13F +37,646 shares

    0.04% of the 13F portfolio, value $24,669,138.

    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 156,477 shares
    Change vs previous 13F -383,571 shares

    0.04% of the 13F portfolio, value $21,554,200.

    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 540,048 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $71,237,877.

    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).