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Disclosery

Corient Private Wealth LP: BNY position timeline

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

Corient Private Wealth LP held 334,931 BNY 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 334,931 shares
    Change vs previous 13F +17,129 shares

    0.07% of the 13F portfolio, value $48,434,398.

    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 317,802 shares
    Change vs previous 13F +60,754 shares

    0.05% of the 13F portfolio, value $37,022,172.

    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 257,048 shares
    Change vs previous 13F +19,341 shares

    0.04% of the 13F portfolio, value $29,822,189.

    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 237,707 shares
    Change vs previous 13F -85,414 shares

    0.04% of the 13F portfolio, value $25,911,817.

    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 323,121 shares
    Change vs previous 13F -16,946 shares

    0.04% of the 13F portfolio, value $29,439,428.

    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 340,067 shares
    Change vs previous 13F +4,560 shares

    0.05% of the 13F portfolio, value $28,521,506.

    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 335,507 shares
    Change vs previous 13F +51,913 shares

    0.04% of the 13F portfolio, value $24,896,192.

    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 283,594 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $20,379,179.

    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).