Corient IA LLC
- SEC CIK
- 0002058426
- Latest filing
- Aug 12, 2026
FOA holding history
Finance of America Companies Inc. in every 13F filed by Corient IA LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FOA overviewAll 13F holders of FOAFull Q2 2026 holdings
- Shares (Q2 2026)
- 91,500
- Value
- $2.52M
- % of portfolio
- 2.3%
- Quarters held
- 4
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 91,500 | $2.52M | 2.3% | +84,000+1,120.0% | Added | Holders |
| Q1 2026 | 7,500 | $124.5K | 0.1% | +7,500 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −80,000−100.0% | Sold out | Holders |
| Q3 2025 | 80,000 | $1.79M | 1.3% | +24,500+44.1% | Added | Holders |
| Q2 2025 | 55,500 | $1.29M | 0.8% | +55,500 | New | Holders |