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Disclosery

Corient Private Wealth LP: IWN position timeline

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

Corient Private Wealth LP held 119,244 IWN 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 119,244 shares
    Change vs previous 13F +10,680 shares

    0.04% of the 13F portfolio, value $26,376,690.

    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 108,564 shares
    Change vs previous 13F -29,813 shares

    0.03% of the 13F portfolio, value $20,161,288.

    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 138,377 shares
    Change vs previous 13F -8,236 shares

    0.03% of the 13F portfolio, value $25,103,217.

    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 146,613 shares
    Change vs previous 13F +13,133 shares

    0.04% of the 13F portfolio, value $25,922,623.

    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 133,480 shares
    Change vs previous 13F -70,103 shares

    0.03% of the 13F portfolio, value $21,057,755.

    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 203,583 shares
    Change vs previous 13F +68,372 shares

    0.05% of the 13F portfolio, value $30,737,460.

    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 135,211 shares
    Change vs previous 13F -12,281 shares

    0.04% of the 13F portfolio, value $22,197,674.

    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 147,492 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $24,604,532.

    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).