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Disclosery

Corient Private Wealth LP: PBDC position timeline

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

Corient Private Wealth LP held 108,912 PBDC 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 108,912 shares
    Change vs previous 13F +26,108 shares

    <0.01% of the 13F portfolio, value $2,963,487.

    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 82,804 shares
    Change vs previous 13F -10,338 shares

    <0.01% of the 13F portfolio, value $2,283,733.

    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 93,142 shares
    Change vs previous 13F +3,529 shares

    <0.01% of the 13F portfolio, value $2,850,149.

    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 89,613 shares
    Change vs previous 13F +8,498 shares

    <0.01% of the 13F portfolio, value $2,847,915.

    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 81,115 shares
    Change vs previous 13F +19,087 shares

    <0.01% of the 13F portfolio, value $2,744,926.

    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 62,028 shares
    Change vs previous 13F +7,922 shares

    <0.01% of the 13F portfolio, value $2,149,897.

    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 54,106 shares
    Change vs previous 13F +22,361 shares

    <0.01% of the 13F portfolio, value $1,862,348.

    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 31,745 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,072,660.

    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).