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Disclosery

Corient Private Wealth LP: IWO position timeline

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

Corient Private Wealth LP held 218,652 IWO 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 218,652 shares
    Change vs previous 13F -23,945 shares

    0.12% of the 13F portfolio, value $86,140,791.

    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 242,597 shares
    Change vs previous 13F -18,880 shares

    0.11% of the 13F portfolio, value $76,128,732.

    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 261,477 shares
    Change vs previous 13F +55,800 shares

    0.11% of the 13F portfolio, value $84,507,958.

    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 205,677 shares
    Change vs previous 13F -26,327 shares

    0.1% of the 13F portfolio, value $65,825,922.

    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 232,004 shares
    Change vs previous 13F -165,176 shares

    0.09% of the 13F portfolio, value $66,304,798.

    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 397,180 shares
    Change vs previous 13F +257,856 shares

    0.17% of the 13F portfolio, value $101,492,442.

    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 139,324 shares
    Change vs previous 13F -8,039 shares

    0.07% of the 13F portfolio, value $40,100,739.

    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 147,363 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $41,835,184.

    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).