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Disclosery

Corient Private Wealth LP: IVW position timeline

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

Corient Private Wealth LP held 285,498 IVW 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 285,498 shares
    Change vs previous 13F -60,841 shares

    0.05% of the 13F portfolio, value $39,264,458.

    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 346,339 shares
    Change vs previous 13F +2,012 shares

    0.05% of the 13F portfolio, value $37,350,821.

    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 344,327 shares
    Change vs previous 13F +40,192 shares

    0.06% of the 13F portfolio, value $42,439,562.

    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 304,135 shares
    Change vs previous 13F +29,011 shares

    0.06% of the 13F portfolio, value $36,715,056.

    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 275,124 shares
    Change vs previous 13F -234,710 shares

    0.04% of the 13F portfolio, value $30,184,260.

    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 509,834 shares
    Change vs previous 13F +240,602 shares

    0.08% of the 13F portfolio, value $47,328,161.

    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 269,232 shares
    Change vs previous 13F -15,363 shares

    0.04% of the 13F portfolio, value $24,375,357.

    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 284,595 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $27,157,028.

    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).