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Disclosery

Corient Private Wealth LP: IWP position timeline

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

Corient Private Wealth LP held 163,106 IWP 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 163,106 shares
    Change vs previous 13F +24,099 shares

    0.03% of the 13F portfolio, value $23,880,584.

    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 139,007 shares
    Change vs previous 13F -28,959 shares

    0.03% of the 13F portfolio, value $17,754,690.

    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 167,966 shares
    Change vs previous 13F +5,376 shares

    0.03% of the 13F portfolio, value $23,047,901.

    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 162,590 shares
    Change vs previous 13F +5,216 shares

    0.04% of the 13F portfolio, value $23,154,629.

    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 157,374 shares
    Change vs previous 13F -160,496 shares

    0.03% of the 13F portfolio, value $21,824,685.

    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 317,870 shares
    Change vs previous 13F +147,778 shares

    0.06% of the 13F portfolio, value $37,346,769.

    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 170,092 shares
    Change vs previous 13F -23,345 shares

    0.04% of the 13F portfolio, value $21,481,338.

    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 193,437 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $22,688,141.

    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).