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Disclosery

Corient Private Wealth LP: PBA position timeline

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

Corient Private Wealth LP held 23,236 PBA 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 23,236 shares
    Change vs previous 13F -14,030 shares

    <0.01% of the 13F portfolio, value $1,074,695.

    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 37,266 shares
    Change vs previous 13F -1,830 shares

    <0.01% of the 13F portfolio, value $1,543,341.

    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 39,096 shares
    Change vs previous 13F -96 shares

    <0.01% of the 13F portfolio, value $1,493,305.

    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 39,192 shares
    Change vs previous 13F +7,194 shares

    <0.01% of the 13F portfolio, value $1,590,912.

    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 31,998 shares
    Change vs previous 13F -4,155 shares

    <0.01% of the 13F portfolio, value $1,205,470.

    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 36,153 shares
    Change vs previous 13F +1,146 shares

    <0.01% of the 13F portfolio, value $1,452,608.

    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 35,007 shares
    Change vs previous 13F +16,293 shares

    <0.01% of the 13F portfolio, value $1,298,607.

    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 18,714 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $771,783.

    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).