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Disclosery

Corient Private Wealth LP: IWF position timeline

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

Corient Private Wealth LP held 892,775 IWF 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 892,775 shares
    Change vs previous 13F +216,168 shares

    0.15% of the 13F portfolio, value $110,856,102.

    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 676,607 shares
    Change vs previous 13F -33,655 shares

    0.41% of the 13F portfolio, value $285,516,596.

    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 710,262 shares
    Change vs previous 13F -3,593 shares

    0.46% of the 13F portfolio, value $336,249,400.

    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 713,855 shares
    Change vs previous 13F +21,579 shares

    0.53% of the 13F portfolio, value $334,376,595.

    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 692,276 shares
    Change vs previous 13F -820,950 shares

    0.39% of the 13F portfolio, value $293,926,197.

    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 1,513,226 shares
    Change vs previous 13F +738,750 shares

    0.89% of the 13F portfolio, value $546,412,998.

    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 774,476 shares
    Change vs previous 13F +846 shares

    0.51% of the 13F portfolio, value $307,864,393.

    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 773,630 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $290,404,693.

    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).