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Disclosery

Corient Private Wealth LP: IWV position timeline

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

Corient Private Wealth LP held 216,236 IWV 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 216,236 shares
    Change vs previous 13F -9,860 shares

    0.13% of the 13F portfolio, value $92,203,196.

    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 226,096 shares
    Change vs previous 13F +1,979 shares

    0.12% of the 13F portfolio, value $82,957,159.

    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 224,117 shares
    Change vs previous 13F +1,466 shares

    0.12% of the 13F portfolio, value $85,629,480.

    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 222,651 shares
    Change vs previous 13F +5,058 shares

    0.13% of the 13F portfolio, value $84,370,912.

    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 217,593 shares
    Change vs previous 13F -37,817 shares

    0.04% of the 13F portfolio, value $28,897,501.

    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 255,410 shares
    Change vs previous 13F +9,375 shares

    0.13% of the 13F portfolio, value $81,129,060.

    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 246,035 shares
    Change vs previous 13F -12,380 shares

    0.14% of the 13F portfolio, value $81,460,914.

    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 258,415 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $34,033,502.

    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).