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Disclosery

Corient Private Wealth LP: JMBS position timeline

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

Corient Private Wealth LP held 3,321,191 JMBS 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 3,321,191 shares
    Change vs previous 13F +1,214,435 shares

    0.21% of the 13F portfolio, value $149,523,319.

    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 2,106,756 shares
    Change vs previous 13F +1,476,226 shares

    0.13% of the 13F portfolio, value $93,436,140.

    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 630,530 shares
    Change vs previous 13F -1,170,254 shares

    0.04% of the 13F portfolio, value $28,821,063.

    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 1,800,784 shares
    Change vs previous 13F +334,213 shares

    0.13% of the 13F portfolio, value $82,241,787.

    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 1,466,571 shares
    Change vs previous 13F +81,620 shares

    0.09% of the 13F portfolio, value $66,069,023.

    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 1,384,951 shares
    Change vs previous 13F -57,077 shares

    0.1% of the 13F portfolio, value $62,599,792.

    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 1,442,028 shares
    Change vs previous 13F +300,225 shares

    0.1% of the 13F portfolio, value $62,894,903.

    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 1,141,803 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $53,265,121.

    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).