Skip to content
Disclosery

Corient Private Wealth LP: IWB position timeline

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

Corient Private Wealth LP held 184,908 IWB 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 184,908 shares
    Change vs previous 13F +5,434 shares

    0.1% of the 13F portfolio, value $75,720,050.

    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 179,474 shares
    Change vs previous 13F +2,991 shares

    0.09% of the 13F portfolio, value $61,336,559.

    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 176,483 shares
    Change vs previous 13F +32,054 shares

    0.09% of the 13F portfolio, value $65,777,249.

    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 144,429 shares
    Change vs previous 13F +8,892 shares

    0.08% of the 13F portfolio, value $52,567,104.

    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 135,537 shares
    Change vs previous 13F -147,563 shares

    0.06% of the 13F portfolio, value $46,023,636.

    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 283,100 shares
    Change vs previous 13F +138,257 shares

    0.14% of the 13F portfolio, value $86,839,479.

    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 144,843 shares
    Change vs previous 13F -24,358 shares

    0.08% of the 13F portfolio, value $46,412,307.

    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 169,201 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $47,907,721.

    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).