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Disclosery

Corient Private Wealth LP: IWS position timeline

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

Corient Private Wealth LP held 138,168 IWS 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 138,168 shares
    Change vs previous 13F +6,182 shares

    0.03% of the 13F portfolio, value $22,742,395.

    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 131,986 shares
    Change vs previous 13F +845 shares

    0.03% of the 13F portfolio, value $19,165,734.

    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 131,141 shares
    Change vs previous 13F +7,008 shares

    0.03% of the 13F portfolio, value $18,497,749.

    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 124,133 shares
    Change vs previous 13F +12,519 shares

    0.03% of the 13F portfolio, value $17,337,597.

    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 111,614 shares
    Change vs previous 13F -110,132 shares

    0.02% of the 13F portfolio, value $14,748,847.

    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 221,746 shares
    Change vs previous 13F +106,748 shares

    0.05% of the 13F portfolio, value $27,933,661.

    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 114,998 shares
    Change vs previous 13F -182,735 shares

    0.02% of the 13F portfolio, value $14,874,253.

    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 297,733 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $39,375,143.

    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).