Skip to content
Disclosery

Corient Private Wealth LP: BMI position timeline

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

Corient Private Wealth LP held 6,847 BMI 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 6,847 shares
    Change vs previous 13F -1,336 shares

    <0.01% of the 13F portfolio, value $1,015,961.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 4,427 shares
    • Corient IA LP: 2,420 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,183 shares
    Change vs previous 13F -742 shares

    <0.01% of the 13F portfolio, value $1,246,682.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 5,763 shares
    • Corient IA LP: 2,420 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 8,925 shares
    Change vs previous 13F -2,676 shares

    <0.01% of the 13F portfolio, value $1,558,901.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 5,925 shares
    • Corient IA LP: 3,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,601 shares
    Change vs previous 13F +3,073 shares

    <0.01% of the 13F portfolio, value $2,071,707.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 8,601 shares
    • Corient IA LP: 3,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 8,528 shares
    Change vs previous 13F -348 shares

    <0.01% of the 13F portfolio, value $2,088,934.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 5,528 shares
    • Corient IA LP: 3,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,876 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $1,688,660.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 5,876 shares
    • Corient IA LP: 3,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,985 shares
    Change vs previous 13F -705 shares

    <0.01% of the 13F portfolio, value $1,905,898.

    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 9,690 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,116,393.

    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).