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Disclosery

Corient Private Wealth LP: BR position timeline

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

Corient Private Wealth LP held 451,773 BR 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 451,773 shares
    Change vs previous 13F +54,312 shares

    0.09% of the 13F portfolio, value $62,275,177.

    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: 451,333 shares
    • Corient IA LP: 440 shares

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

  2. period ended2026-03-31
    13F 397,461 shares
    Change vs previous 13F -69,335 shares

    0.09% of the 13F portfolio, value $64,900,014.

    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: 397,021 shares
    • Corient IA LP: 440 shares

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

  3. period ended2025-12-31
    13F/A 466,796 shares
    Change vs previous 13F +11,012 shares

    0.14% of the 13F portfolio, value $104,512,492.

    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 455,784 shares
    Change vs previous 13F +25,137 shares

    0.17% of the 13F portfolio, value $106,262,709.

    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 430,647 shares
    Change vs previous 13F +21,952 shares

    0.14% of the 13F portfolio, value $104,969,233.

    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 408,695 shares
    Change vs previous 13F -28,476 shares

    0.16% of the 13F portfolio, value $99,432,917.

    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 437,171 shares
    Change vs previous 13F +392,695 shares

    0.16% of the 13F portfolio, value $99,186,062.

    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 44,476 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,563,878.

    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).