Skip to content
Disclosery

Corient Private Wealth LP: IWM position timeline

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

Corient Private Wealth LP held 524,135 IWM 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 524,135 shares
    Change vs previous 13F +23,954 shares

    0.22% of the 13F portfolio, value $157,477,148.

    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 500,181 shares
    Change vs previous 13F -90,993 shares

    0.18% of the 13F portfolio, value $123,238,266.

    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 591,174 shares
    Change vs previous 13F +42,736 shares

    0.2% of the 13F portfolio, value $145,584,702.

    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 548,438 shares
    Change vs previous 13F -1,302,565 shares

    0.21% of the 13F portfolio, value $132,697,788.

    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 1,851,003 shares
    Change vs previous 13F +861,459 shares

    0.53% of the 13F portfolio, value $399,354,484.

    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 989,544 shares
    Change vs previous 13F +653,197 shares

    0.32% of the 13F portfolio, value $197,406,132.

    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 336,347 shares
    Change vs previous 13F -38,027 shares

    0.11% of the 13F portfolio, value $67,393,921.

    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 374,374 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $82,341,298.

    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).