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Disclosery

Corient Private Wealth LP: BAM position timeline

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

Corient Private Wealth LP held 339,356 BAM 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 339,356 shares
    Change vs previous 13F -573,199 shares

    0.02% of the 13F portfolio, value $15,237,870.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 331,366 shares
    • Corient IA LP: 7,990 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 912,555 shares
    Change vs previous 13F -487,080 shares

    0.06% of the 13F portfolio, value $40,845,947.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 901,305 shares
    • Corient IA LP: 11,250 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 1,399,635 shares
    Change vs previous 13F +32,846 shares

    0.1% of the 13F portfolio, value $72,945,937.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,387,375 shares
    • Corient IA LP: 12,260 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,366,789 shares
    Change vs previous 13F +263,733 shares

    0.12% of the 13F portfolio, value $77,835,415.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,366,789 shares
    • Corient IA LP: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 1,103,056 shares
    Change vs previous 13F -12,529 shares

    0.08% of the 13F portfolio, value $60,977,000.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,088,531 shares
    • Corient IA LP: 14,525 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,115,585 shares
    Change vs previous 13F -59,055 shares

    0.09% of the 13F portfolio, value $54,050,086.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,101,060 shares
    • Corient IA LP: 14,525 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,174,640 shares
    Change vs previous 13F +9,806 shares

    0.11% of the 13F portfolio, value $63,653,741.

    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 1,164,834 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $55,084,997.

    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).