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Disclosery

MA Private Wealth: CORO position timeline

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

MA Private Wealth held 1,070,099 CORO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,070,099 shares
    Change vs previous 13F +245,104 shares

    5.83% of the 13F portfolio, value $39,165,623.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 824,995 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $26,526,064.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).