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Disclosery

Corient Private Wealth LP: IWL position timeline

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

Corient Private Wealth LP held 1,353 IWL 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 1,353 shares
    Change vs previous 13F -1,273 shares

    <0.01% of the 13F portfolio, value $250,238.

    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 2,626 shares
    Change vs previous 13F -374 shares

    <0.01% of the 13F portfolio, value $421,417.

    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 3,000 shares
    Change vs previous 13F +1,353 shares

    <0.01% of the 13F portfolio, value $511,891.

    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 1,647 shares
    Change vs previous 13F -628 shares

    <0.01% of the 13F portfolio, value $273,567.

    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 2,275 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $348,349.

    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 2,275 shares
    Change vs previous 13F -140 shares

    <0.01% of the 13F portfolio, value $312,608.

    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 2,415 shares
    Change vs previous 13F -1,709 shares

    <0.01% of the 13F portfolio, value $349,475.

    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 4,124 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $579,175.

    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).