Position in BTU
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$525,725
-$280,758 QoQ
Shares Held
22,739
-7.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 30%
Shared 13%
None 56%
Common Shares in BTU Over Time
Shares Held
Position Value (USD)
Position in Thermal Coal
Energy · as of Jun 30, 2026Corient Private Wealth LLC holds $58,454,993 across 3 Thermal Coal names. BTU ranks #2 (0.9% of the industry book) .
All Filings in BTU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,725 | 22,739 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $806,483 | 24,476 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $722,541 | 24,328 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $627,462 | 23,660 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $297,936 | 22,201 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $167,653 | 12,373 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $362,534 | 17,313 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $1,005,440 | 37,884 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $638,537 | 28,867 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $718,119 | 29,601 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $657,077 | 27,018 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $702,794 | 27,041 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $639,099 | 29,506 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $754,841 | 29,486 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $791,516 | 29,959 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||