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Disclosery

Corient Private Wealth LP: IYW position timeline

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

Corient Private Wealth LP held 88,630 IYW 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 88,630 shares
    Change vs previous 13F -2,748 shares

    0.03% of the 13F portfolio, value $22,355,069.

    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 91,378 shares
    Change vs previous 13F -2,374 shares

    0.02% of the 13F portfolio, value $16,435,248.

    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 93,752 shares
    Change vs previous 13F +4,140 shares

    0.03% of the 13F portfolio, value $18,720,741.

    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 89,612 shares
    Change vs previous 13F +8,443 shares

    0.03% of the 13F portfolio, value $17,551,361.

    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 81,169 shares
    Change vs previous 13F -185 shares

    0.02% of the 13F portfolio, value $14,064,240.

    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 81,354 shares
    Change vs previous 13F +917 shares

    0.02% of the 13F portfolio, value $11,425,470.

    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 80,437 shares
    Change vs previous 13F -17,769 shares

    0.02% of the 13F portfolio, value $12,831,362.

    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 98,206 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $14,889,934.

    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).