Skip to content

Corient Private Wealth LP: IYC position timeline

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

Corient Private Wealth LP held 12,371 IYC 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 12,371 shares
    Change vs previous 13F +1,467 shares

    <0.01% of the 13F portfolio, value $1,250,709.

    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 10,904 shares
    Change vs previous 13F -1,427 shares

    <0.01% of the 13F portfolio, value $965,030.

    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 12,331 shares
    Change vs previous 13F -2,716 shares

    <0.01% of the 13F portfolio, value $1,272,893.

    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 15,047 shares
    Change vs previous 13F -5,767 shares

    <0.01% of the 13F portfolio, value $1,576,925.

    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 20,814 shares
    Change vs previous 13F -6,392 shares

    <0.01% of the 13F portfolio, value $2,073,908.

    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 27,206 shares
    Change vs previous 13F +14,110 shares

    <0.01% of the 13F portfolio, value $2,402,970.

    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 13,096 shares
    Change vs previous 13F -1,401 shares

    <0.01% of the 13F portfolio, value $1,259,051.

    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 14,497 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,274,867.

    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).