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Disclosery

Corient Private Wealth LP: BUR position timeline

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

Corient Private Wealth LP held 56,756 BUR 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 56,756 shares
    Change vs previous 13F +21,797 shares

    <0.01% of the 13F portfolio, value $232,702.

    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 34,959 shares
    Change vs previous 13F -8,404 shares

    <0.01% of the 13F portfolio, value $158,016.

    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 43,363 shares
    Change vs previous 13F -1,827 shares

    <0.01% of the 13F portfolio, value $386,798.

    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 45,190 shares
    Change vs previous 13F -16,169 shares

    <0.01% of the 13F portfolio, value $540,472.

    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 61,359 shares
    Change vs previous 13F -60,425 shares

    <0.01% of the 13F portfolio, value $874,980.

    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 121,784 shares
    Change vs previous 13F -32,140 shares

    <0.01% of the 13F portfolio, value $1,608,773.

    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 153,924 shares
    Change vs previous 13F -17,793 shares

    <0.01% of the 13F portfolio, value $1,962,537.

    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 171,717 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,276,964.

    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).