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Corient Private Wealth LP: IXJ position timeline

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

Corient Private Wealth LP held 2,234 IXJ 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 2,234 shares
    Change vs previous 13F -1,630 shares

    <0.01% of the 13F portfolio, value $219,796.

    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 3,864 shares
    Change vs previous 13F -151 shares

    <0.01% of the 13F portfolio, value $361,420.

    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 4,015 shares
    Change vs previous 13F -507 shares

    <0.01% of the 13F portfolio, value $391,097.

    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 4,522 shares
    Change vs previous 13F +1,786 shares

    <0.01% of the 13F portfolio, value $400,731.

    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 2,736 shares
    Change vs previous 13F -10,462 shares

    <0.01% of the 13F portfolio, value $235,535.

    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 13,198 shares
    Change vs previous 13F +5,645 shares

    <0.01% of the 13F portfolio, value $1,203,744.

    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 7,553 shares
    Change vs previous 13F +222 shares

    <0.01% of the 13F portfolio, value $562,902.

    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 7,331 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $719,632.

    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).