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Disclosery

Corient Private Wealth LP: BKR position timeline

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

Corient Private Wealth LP held 64,193 BKR 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 64,193 shares
    Change vs previous 13F -32,834 shares

    <0.01% of the 13F portfolio, value $3,563,092.

    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 97,027 shares
    Change vs previous 13F -361 shares

    0.01% of the 13F portfolio, value $5,840,645.

    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 97,388 shares
    Change vs previous 13F +8,989 shares

    0.01% of the 13F portfolio, value $4,438,706.

    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 88,399 shares
    Change vs previous 13F -6,800 shares

    0.01% of the 13F portfolio, value $4,306,836.

    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 95,199 shares
    Change vs previous 13F -91,512 shares

    <0.01% of the 13F portfolio, value $3,649,964.

    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 186,711 shares
    Change vs previous 13F -13,246 shares

    0.01% of the 13F portfolio, value $8,206,065.

    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 199,957 shares
    Change vs previous 13F +4,969 shares

    0.01% of the 13F portfolio, value $8,202,354.

    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 194,988 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,048,813.

    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).