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Disclosery

Corient Private Wealth LP: GBCI position timeline

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

Corient Private Wealth LP held 83,737 GBCI 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 83,737 shares
    Change vs previous 13F +11,619 shares

    0.01% of the 13F portfolio, value $4,319,157.

    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 72,118 shares
    Change vs previous 13F +62,392 shares

    <0.01% of the 13F portfolio, value $3,221,513.

    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 9,726 shares
    Change vs previous 13F +1,026 shares

    <0.01% of the 13F portfolio, value $431,482.

    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 8,700 shares
    Change vs previous 13F -101 shares

    <0.01% of the 13F portfolio, value $423,431.

    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 8,801 shares
    Change vs previous 13F -335 shares

    <0.01% of the 13F portfolio, value $379,147.

    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 9,136 shares
    Change vs previous 13F +407 shares

    <0.01% of the 13F portfolio, value $403,996.

    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 8,729 shares
    Change vs previous 13F -8,564 shares

    <0.01% of the 13F portfolio, value $438,372.

    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 17,293 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $790,290.

    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).