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Disclosery

Corient Private Wealth LP: IWY position timeline

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

Corient Private Wealth LP held 1,157 IWY 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 1,157 shares
    Change vs previous 13F -1,013 shares

    <0.01% of the 13F portfolio, value $336,249.

    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 2,170 shares
    Change vs previous 13F +126 shares

    <0.01% of the 13F portfolio, value $509,751.

    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 2,044 shares
    Change vs previous 13F -9,079 shares

    <0.01% of the 13F portfolio, value $566,091.

    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 11,123 shares
    Change vs previous 13F -887 shares

    <0.01% of the 13F portfolio, value $3,043,981.

    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 12,010 shares
    Change vs previous 13F +5,919 shares

    <0.01% of the 13F portfolio, value $2,960,666.

    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 6,091 shares
    Change vs previous 13F -6,314 shares

    <0.01% of the 13F portfolio, value $1,284,859.

    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 12,405 shares
    Change vs previous 13F -2,892 shares

    <0.01% of the 13F portfolio, value $1,398,549.

    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 15,297 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,366,206.

    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).