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Corient Private Wealth LP: BSTZ position timeline

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

Corient Private Wealth LP held 16,944 BSTZ 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 16,944 shares
    Change vs previous 13F -937 shares

    <0.01% of the 13F portfolio, value $508,828.

    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 17,881 shares
    Change vs previous 13F -9,996 shares

    <0.01% of the 13F portfolio, value $87,806.

    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 27,877 shares
    Change vs previous 13F +268 shares

    <0.01% of the 13F portfolio, value $630,293.

    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 27,609 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $611,808.

    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 27,565 shares
    Change vs previous 13F +12,547 shares

    <0.01% of the 13F portfolio, value $571,982.

    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 15,018 shares
    Change vs previous 13F +106 shares

    <0.01% of the 13F portfolio, value $266,422.

    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 14,912 shares
    Change vs previous 13F -3,130 shares

    <0.01% of the 13F portfolio, value $308,828.

    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 18,042 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $346,397.

    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).