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Disclosery

Corient Private Wealth LP: BSM position timeline

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

Corient Private Wealth LP held 57,646 BSM 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 57,646 shares
    Change vs previous 13F -9,328 shares

    <0.01% of the 13F portfolio, value $805,315.

    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 66,974 shares
    Change vs previous 13F -140,393 shares

    <0.01% of the 13F portfolio, value $1,012,647.

    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 207,367 shares
    Change vs previous 13F +121,043 shares

    <0.01% of the 13F portfolio, value $2,755,908.

    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 86,324 shares
    Change vs previous 13F -88,152 shares

    <0.01% of the 13F portfolio, value $1,134,299.

    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 174,476 shares
    Change vs previous 13F +58,277 shares

    <0.01% of the 13F portfolio, value $2,282,147.

    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 116,199 shares
    Change vs previous 13F +9,957 shares

    <0.01% of the 13F portfolio, value $1,774,360.

    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 106,242 shares
    Change vs previous 13F +6,500 shares

    <0.01% of the 13F portfolio, value $1,551,133.

    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 99,742 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,506,104.

    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).