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Disclosery

Corient Private Wealth LP: IYK position timeline

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

Corient Private Wealth LP held 11,794 IYK 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 11,794 shares
    Change vs previous 13F -1,943 shares

    <0.01% of the 13F portfolio, value $856,955.

    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 13,737 shares
    Change vs previous 13F +202 shares

    <0.01% of the 13F portfolio, value $926,527.

    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 13,535 shares
    Change vs previous 13F -284 shares

    <0.01% of the 13F portfolio, value $905,813.

    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 13,819 shares
    Change vs previous 13F -4,190 shares

    <0.01% of the 13F portfolio, value $945,071.

    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 18,009 shares
    Change vs previous 13F +5,447 shares

    <0.01% of the 13F portfolio, value $1,269,232.

    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 12,562 shares
    Change vs previous 13F -4,233 shares

    <0.01% of the 13F portfolio, value $899,103.

    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 16,795 shares
    Change vs previous 13F -913 shares

    <0.01% of the 13F portfolio, value $839,346.

    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 17,708 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,249,643.

    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).