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Disclosery

Corient Private Wealth LP: PBR position timeline

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

Corient Private Wealth LP held 57,813 PBR 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 57,813 shares
    Change vs previous 13F +3,019 shares

    <0.01% of the 13F portfolio, value $936,563.

    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 54,794 shares
    Change vs previous 13F -13,859 shares

    <0.01% of the 13F portfolio, value $1,128,934.

    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 68,653 shares
    Change vs previous 13F +9,999 shares

    <0.01% of the 13F portfolio, value $813,836.

    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 58,654 shares
    Change vs previous 13F +20,782 shares

    <0.01% of the 13F portfolio, value $742,561.

    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 37,872 shares
    Change vs previous 13F -18,676 shares

    <0.01% of the 13F portfolio, value $473,783.

    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 56,548 shares
    Change vs previous 13F -51,542 shares

    <0.01% of the 13F portfolio, value $807,810.

    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 108,090 shares
    Change vs previous 13F +3,230 shares

    <0.01% of the 13F portfolio, value $1,387,616.

    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 104,860 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,510,101.

    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).