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Disclosery

Corient Private Wealth LP: IYE position timeline

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

Corient Private Wealth LP held 35,548 IYE 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 35,548 shares
    Change vs previous 13F -4,133 shares

    <0.01% of the 13F portfolio, value $2,011,662.

    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 39,681 shares
    Change vs previous 13F -709 shares

    <0.01% of the 13F portfolio, value $1,391,794.

    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 40,390 shares
    Change vs previous 13F -14,665 shares

    <0.01% of the 13F portfolio, value $1,919,800.

    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 55,055 shares
    Change vs previous 13F -13,194 shares

    <0.01% of the 13F portfolio, value $2,616,214.

    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 68,249 shares
    Change vs previous 13F +48,308 shares

    <0.01% of the 13F portfolio, value $3,086,220.

    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 19,941 shares
    Change vs previous 13F -29,400 shares

    <0.01% of the 13F portfolio, value $983,093.

    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 49,341 shares
    Change vs previous 13F -8,648 shares

    <0.01% of the 13F portfolio, value $964,499.

    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 57,989 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,687,221.

    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).