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Disclosery

Corient Private Wealth LP: BAX position timeline

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

Corient Private Wealth LP held 40,809 BAX 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 40,809 shares
    Change vs previous 13F +9,366 shares

    <0.01% of the 13F portfolio, value $870,036.

    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 31,443 shares
    Change vs previous 13F -7,007 shares

    <0.01% of the 13F portfolio, value $424,264.

    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 38,450 shares
    Change vs previous 13F +5,543 shares

    <0.01% of the 13F portfolio, value $734,928.

    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 32,907 shares
    Change vs previous 13F -2,833 shares

    <0.01% of the 13F portfolio, value $749,297.

    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 35,740 shares
    Change vs previous 13F -8,693 shares

    <0.01% of the 13F portfolio, value $1,082,362.

    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 44,433 shares
    Change vs previous 13F -4,769 shares

    <0.01% of the 13F portfolio, value $1,521,316.

    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 49,202 shares
    Change vs previous 13F -19,293 shares

    <0.01% of the 13F portfolio, value $1,434,784.

    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 68,495 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,600,749.

    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).