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Corient Private Wealth LP: BVS position timeline

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

Corient Private Wealth LP held 21,152 BVS 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 21,152 shares
    Change vs previous 13F -623 shares

    <0.01% of the 13F portfolio, value $199,677.

    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 21,775 shares
    Change vs previous 13F +2,304 shares

    <0.01% of the 13F portfolio, value $198,808.

    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 19,471 shares
    Change vs previous 13F +6,031 shares

    <0.01% of the 13F portfolio, value $144,865.

    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 13,440 shares
    Change vs previous 13F -2,153 shares

    <0.01% of the 13F portfolio, value $89,914.

    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 15,593 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $103,227.

    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).