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Disclosery

Corient Private Wealth LP: BURL position timeline

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

Corient Private Wealth LP held 20,622 BURL 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 20,622 shares
    Change vs previous 13F -14,091 shares

    0.01% of the 13F portfolio, value $6,533,132.

    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 34,713 shares
    Change vs previous 13F +33,286 shares

    0.02% of the 13F portfolio, value $11,275,501.

    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 1,427 shares
    Change vs previous 13F +119 shares

    <0.01% of the 13F portfolio, value $412,331.

    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 1,308 shares
    Change vs previous 13F -798 shares

    <0.01% of the 13F portfolio, value $332,889.

    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 2,106 shares
    Change vs previous 13F +92 shares

    <0.01% of the 13F portfolio, value $489,941.

    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 2,014 shares
    Change vs previous 13F -269 shares

    <0.01% of the 13F portfolio, value $479,998.

    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 2,283 shares
    Change vs previous 13F -248 shares

    <0.01% of the 13F portfolio, value $650,794.

    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 2,531 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $666,869.

    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).