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Disclosery

Corient Private Wealth LP: PB position timeline

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

Corient Private Wealth LP held 29,432 PB 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 29,432 shares
    Change vs previous 13F +5,351 shares

    <0.01% of the 13F portfolio, value $2,159,011.

    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 24,081 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $1,623,211.

    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 24,146 shares
    Change vs previous 13F -1,096 shares

    <0.01% of the 13F portfolio, value $1,674,551.

    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 25,242 shares
    Change vs previous 13F -5,965 shares

    <0.01% of the 13F portfolio, value $1,680,432.

    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 31,207 shares
    Change vs previous 13F -17,260 shares

    <0.01% of the 13F portfolio, value $2,197,595.

    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 48,467 shares
    Change vs previous 13F -8,039 shares

    0.01% of the 13F portfolio, value $3,464,756.

    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 56,506 shares
    Change vs previous 13F +8,082 shares

    0.01% of the 13F portfolio, value $4,263,387.

    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 48,424 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,489,904.

    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).