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Disclosery

Corient Private Wealth LP: IUSV position timeline

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

Corient Private Wealth LP held 997,535 IUSV 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 997,535 shares
    Change vs previous 13F +179,126 shares

    0.15% of the 13F portfolio, value $109,878,905.

    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 818,409 shares
    Change vs previous 13F +35,001 shares

    0.12% of the 13F portfolio, value $83,299,214.

    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 783,408 shares
    Change vs previous 13F +336,973 shares

    0.11% of the 13F portfolio, value $80,343,449.

    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 446,435 shares
    Change vs previous 13F -8,983 shares

    0.07% of the 13F portfolio, value $44,621,090.

    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 455,418 shares
    Change vs previous 13F -347,430 shares

    0.06% of the 13F portfolio, value $43,096,243.

    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 802,848 shares
    Change vs previous 13F +488,733 shares

    0.12% of the 13F portfolio, value $74,094,985.

    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 314,115 shares
    Change vs previous 13F -499,019 shares

    0.05% of the 13F portfolio, value $29,083,988.

    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 813,134 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $77,646,294.

    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).