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Disclosery

Corient Private Wealth LP: IWC position timeline

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

Corient Private Wealth LP held 68,944 IWC 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 68,944 shares
    Change vs previous 13F -103,081 shares

    0.02% of the 13F portfolio, value $13,791,624.

    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 172,025 shares
    Change vs previous 13F -5,649 shares

    0.04% of the 13F portfolio, value $27,456,934.

    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 177,674 shares
    Change vs previous 13F +27,768 shares

    0.04% of the 13F portfolio, value $28,019,310.

    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 149,906 shares
    Change vs previous 13F -34,915 shares

    0.04% of the 13F portfolio, value $22,349,481.

    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 184,821 shares
    Change vs previous 13F -38,816 shares

    0.03% of the 13F portfolio, value $23,594,258.

    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 223,637 shares
    Change vs previous 13F -4,064 shares

    0.04% of the 13F portfolio, value $24,803,619.

    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 227,701 shares
    Change vs previous 13F -11,794 shares

    0.05% of the 13F portfolio, value $29,687,727.

    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 239,495 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $29,534,382.

    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).