Skip to content
Disclosery

Corient Private Wealth LP: PBR-A position timeline

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

Corient Private Wealth LP held 73,463 PBR-A 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 73,463 shares
    Change vs previous 13F +6,536 shares

    <0.01% of the 13F portfolio, value $1,075,499.

    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 66,927 shares
    Change vs previous 13F -4,130 shares

    <0.01% of the 13F portfolio, value $1,254,883.

    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 71,057 shares
    Change vs previous 13F +2,938 shares

    <0.01% of the 13F portfolio, value $800,813.

    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 68,119 shares
    Change vs previous 13F +11,090 shares

    <0.01% of the 13F portfolio, value $805,168.

    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 57,029 shares
    Change vs previous 13F +12,071 shares

    <0.01% of the 13F portfolio, value $658,114.

    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 44,958 shares
    Change vs previous 13F -2,175 shares

    <0.01% of the 13F portfolio, value $586,252.

    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 47,133 shares
    Change vs previous 13F +2,213 shares

    <0.01% of the 13F portfolio, value $558,055.

    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 44,920 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $592,496.

    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).