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Disclosery

Corient Private Wealth LP: BSV position timeline

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

Corient Private Wealth LP held 3,956,884 BSV 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 3,956,884 shares
    Change vs previous 13F +341,575 shares

    0.43% of the 13F portfolio, value $308,280,690.

    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 3,615,309 shares
    Change vs previous 13F +344,316 shares

    0.4% of the 13F portfolio, value $282,362,974.

    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 3,270,993 shares
    Change vs previous 13F +2,413,514 shares

    0.35% of the 13F portfolio, value $257,799,740.

    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 857,479 shares
    Change vs previous 13F -2,105,920 shares

    0.11% of the 13F portfolio, value $67,663,688.

    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 2,963,399 shares
    Change vs previous 13F -340,057 shares

    0.3% of the 13F portfolio, value $224,120,736.

    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 3,303,456 shares
    Change vs previous 13F -511,300 shares

    0.42% of the 13F portfolio, value $258,594,566.

    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 3,814,756 shares
    Change vs previous 13F -272,932 shares

    0.49% of the 13F portfolio, value $294,766,205.

    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 4,087,688 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $313,338,224.

    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).