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Disclosery

Corient Private Wealth LP: BRO position timeline

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

Corient Private Wealth LP held 40,150 BRO 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 40,150 shares
    Change vs previous 13F -7,286 shares

    <0.01% of the 13F portfolio, value $2,575,606.

    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 47,436 shares
    Change vs previous 13F -213,521 shares

    <0.01% of the 13F portfolio, value $3,079,388.

    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 260,957 shares
    Change vs previous 13F -80,779 shares

    0.03% of the 13F portfolio, value $20,799,893.

    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 341,736 shares
    Change vs previous 13F -1,679 shares

    0.05% of the 13F portfolio, value $32,057,499.

    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 343,415 shares
    Change vs previous 13F -80,697 shares

    0.05% of the 13F portfolio, value $38,074,424.

    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 424,112 shares
    Change vs previous 13F +12,162 shares

    0.09% of the 13F portfolio, value $52,759,625.

    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 411,950 shares
    Change vs previous 13F +26,065 shares

    0.07% of the 13F portfolio, value $42,027,268.

    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 385,885 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $39,977,628.

    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).