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Disclosery

Corient Private Wealth LP: BAR position timeline

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

Corient Private Wealth LP held 17,024 BAR 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 17,024 shares
    Change vs previous 13F +248 shares

    <0.01% of the 13F portfolio, value $672,960.

    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 16,776 shares
    Change vs previous 13F -288 shares

    <0.01% of the 13F portfolio, value $773,877.

    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 17,064 shares
    Change vs previous 13F +2,365 shares

    <0.01% of the 13F portfolio, value $725,131.

    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 14,699 shares
    Change vs previous 13F -5,952 shares

    <0.01% of the 13F portfolio, value $559,444.

    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 20,651 shares
    Change vs previous 13F +480 shares

    <0.01% of the 13F portfolio, value $674,049.

    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 20,171 shares
    Change vs previous 13F +7,585 shares

    <0.01% of the 13F portfolio, value $622,074.

    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 12,586 shares
    Change vs previous 13F +1,318 shares

    <0.01% of the 13F portfolio, value $325,851.

    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 11,268 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $292,630.

    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).