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Disclosery

Corient Private Wealth LP: BWA position timeline

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

Corient Private Wealth LP held 41,530 BWA 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 41,530 shares
    Change vs previous 13F +17,187 shares

    <0.01% of the 13F portfolio, value $2,757,610.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 37,530 shares
    • Corient IA LP: 4,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,343 shares
    Change vs previous 13F +9,993 shares

    <0.01% of the 13F portfolio, value $1,281,740.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 19,901 shares
    • Corient IA LP: 4,442 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 14,350 shares
    Change vs previous 13F -10,637 shares

    <0.01% of the 13F portfolio, value $646,631.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 14,350 shares
    • Corient IA LP: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,987 shares
    Change vs previous 13F +10,006 shares

    <0.01% of the 13F portfolio, value $1,098,449.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 19,985 shares
    • Corient IA LP: 5,002 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 14,981 shares
    Change vs previous 13F -13,367 shares

    <0.01% of the 13F portfolio, value $501,566.

    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 28,348 shares
    Change vs previous 13F -9,812 shares

    <0.01% of the 13F portfolio, value $812,199.

    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 38,160 shares
    Change vs previous 13F -1,498 shares

    <0.01% of the 13F portfolio, value $1,213,160.

    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 39,658 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,439,216.

    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).