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Disclosery

Corient Private Wealth LP: BMO position timeline

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

Corient Private Wealth LP held 20,583 BMO 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 20,583 shares
    Change vs previous 13F +2,214 shares

    0.01% of the 13F portfolio, value $3,637,087.

    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: 20,093 shares
    • Corient IA LP: 490 shares

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

  2. period ended2026-03-31
    13F 18,369 shares
    Change vs previous 13F -4,186 shares

    <0.01% of the 13F portfolio, value $2,470,275.

    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: 16,869 shares
    • Corient IA LP: 1,500 shares

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

  3. period ended2025-12-31
    13F/A 22,555 shares
    Change vs previous 13F -4,075 shares

    <0.01% of the 13F portfolio, value $2,932,198.

    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: 22,555 shares
    • Corient IA LP: 0 shares

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

  4. period ended2025-09-30
    13F 26,630 shares
    Change vs previous 13F +1,446 shares

    0.01% of the 13F portfolio, value $3,468,644.

    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: 24,130 shares
    • Corient IA LP: 2,500 shares

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

  5. period ended2025-06-30
    13F/A 25,184 shares
    Change vs previous 13F +5,267 shares

    <0.01% of the 13F portfolio, value $2,786,205.

    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: 22,684 shares
    • Corient IA LP: 2,500 shares

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

  6. period ended2025-03-31
    13F 19,917 shares
    Change vs previous 13F -3,462 shares

    <0.01% of the 13F portfolio, value $1,902,320.

    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: 17,417 shares
    • Corient IA LP: 2,500 shares

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

  7. period ended2024-12-31
    13F 23,379 shares
    Change vs previous 13F +2,264 shares

    <0.01% of the 13F portfolio, value $2,269,009.

    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 21,115 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,904,617.

    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).