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Disclosery

Corient Private Wealth LP: BF-B position timeline

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

Corient Private Wealth LP held 296,800 BF-B 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 296,800 shares
    Change vs previous 13F +273,938 shares

    0.01% of the 13F portfolio, value $7,909,339.

    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 22,862 shares
    Change vs previous 13F -15,540 shares

    <0.01% of the 13F portfolio, value $597,235.

    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 38,402 shares
    Change vs previous 13F +6,226 shares

    <0.01% of the 13F portfolio, value $1,001,052.

    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 32,176 shares
    Change vs previous 13F -4,718 shares

    <0.01% of the 13F portfolio, value $871,375.

    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 36,894 shares
    Change vs previous 13F -2,614 shares

    <0.01% of the 13F portfolio, value $992,856.

    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 39,508 shares
    Change vs previous 13F +14,089 shares

    <0.01% of the 13F portfolio, value $1,341,416.

    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 25,419 shares
    Change vs previous 13F -5,067 shares

    <0.01% of the 13F portfolio, value $965,660.

    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 30,486 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,499,936.

    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).