Corient Private Wealth LLC

Position in BAR — BAR ETF

CIK 1948780 MIAMI, FL

Back to BAR Full portfolio

All Filings in BAR

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,958	17,024	+1.5%	Shares	Sole	2026-08-27
2026-03-31	$773,876	16,776	-1.7%	Shares	Sole	2026-05-15
2025-12-31	$725,049	17,064	+16.1%	Shares	Sole	2026-03-09
2025-09-30	$559,443	14,699	-28.8%	Shares	Sole	2025-11-14
2025-06-30	$674,048	20,651	+2.4%	Shares	Sole	2025-09-26
2025-03-31	$622,073	20,171	+60.3%	Shares	Sole	2025-05-14
2024-12-31	$325,851	12,586	+11.7%	Shares	Sole	2025-02-10
2024-09-30	$292,629	11,268	-4.9%	Shares	Sole	2024-11-12
2024-06-30	$271,915	11,843	+5.1%	Shares	Sole	2024-08-13
2024-03-31	$247,357	11,264	-2.3%	Shares	Sole	2024-05-09
2023-12-31	$235,178	11,534	+3.4%	Shares	Sole	2024-02-09
2023-09-30	$203,986	11,159	+0.6%	Shares	Sole	2023-11-03
2023-06-30	$210,896	11,094	+2.0%	Shares	Sole	2023-08-10
2023-03-31	$212,190	10,876	-1.4%	Shares	Sole	2023-05-15
2022-12-31	$199,127	11,032	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.