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Disclosery

Corient Private Wealth LP: IVZ position timeline

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

Corient Private Wealth LP held 245,662 IVZ 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 245,662 shares
    Change vs previous 13F +18,651 shares

    0.01% of the 13F portfolio, value $6,482,870.

    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 227,011 shares
    Change vs previous 13F +139,370 shares

    0.01% of the 13F portfolio, value $5,466,244.

    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 87,641 shares
    Change vs previous 13F +31,856 shares

    <0.01% of the 13F portfolio, value $2,302,388.

    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 55,785 shares
    Change vs previous 13F +2,922 shares

    <0.01% of the 13F portfolio, value $1,279,697.

    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 52,863 shares
    Change vs previous 13F +17,981 shares

    <0.01% of the 13F portfolio, value $833,656.

    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 34,882 shares
    Change vs previous 13F +12,836 shares

    <0.01% of the 13F portfolio, value $529,160.

    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 22,046 shares
    Change vs previous 13F -20,505 shares

    <0.01% of the 13F portfolio, value $385,374.

    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 42,551 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $747,190.

    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).