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Disclosery

Corient Private Wealth LP: BEN position timeline

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

Corient Private Wealth LP held 62,690 BEN 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 62,690 shares
    Change vs previous 13F +25,847 shares

    <0.01% of the 13F portfolio, value $2,086,188.

    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 36,843 shares
    Change vs previous 13F +6,900 shares

    <0.01% of the 13F portfolio, value $864,052.

    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 29,943 shares
    Change vs previous 13F +12,339 shares

    <0.01% of the 13F portfolio, value $715,336.

    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 17,604 shares
    Change vs previous 13F -9,467 shares

    <0.01% of the 13F portfolio, value $407,197.

    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 27,071 shares
    Change vs previous 13F +9,840 shares

    <0.01% of the 13F portfolio, value $645,674.

    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 17,231 shares
    Change vs previous 13F +1,663 shares

    <0.01% of the 13F portfolio, value $331,958.

    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 15,568 shares
    Change vs previous 13F +1,929 shares

    <0.01% of the 13F portfolio, value $315,407.

    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 13,639 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $274,832.

    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).