Skip to content
Disclosery

Corient Private Wealth LP: IWR position timeline

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

Corient Private Wealth LP held 537,202 IWR 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 537,202 shares
    Change vs previous 13F +48,735 shares

    0.08% of the 13F portfolio, value $59,264,223.

    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 488,467 shares
    Change vs previous 13F -90,933 shares

    0.07% of the 13F portfolio, value $46,796,919.

    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 579,400 shares
    Change vs previous 13F +204,722 shares

    0.08% of the 13F portfolio, value $55,866,932.

    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 374,678 shares
    Change vs previous 13F -47,053 shares

    0.06% of the 13F portfolio, value $36,175,246.

    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 421,731 shares
    Change vs previous 13F -462,691 shares

    0.05% of the 13F portfolio, value $38,786,536.

    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 884,422 shares
    Change vs previous 13F +448,461 shares

    0.12% of the 13F portfolio, value $75,237,762.

    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 435,961 shares
    Change vs previous 13F -7,516 shares

    0.06% of the 13F portfolio, value $38,538,875.

    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 443,477 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $39,087,902.

    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).