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Disclosery

Corient Private Wealth LP: M position timeline

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

Corient Private Wealth LP held 117,251 M 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 117,251 shares
    Change vs previous 13F -145,007 shares

    <0.01% of the 13F portfolio, value $2,761,068.

    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 262,258 shares
    Change vs previous 13F -29,958 shares

    0.01% of the 13F portfolio, value $4,728,763.

    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 292,216 shares
    Change vs previous 13F +99,832 shares

    0.01% of the 13F portfolio, value $6,443,667.

    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 192,384 shares
    Change vs previous 13F +14,232 shares

    0.01% of the 13F portfolio, value $3,449,495.

    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 178,152 shares
    Change vs previous 13F +68,058 shares

    <0.01% of the 13F portfolio, value $2,077,349.

    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 110,094 shares
    Change vs previous 13F -19,476 shares

    <0.01% of the 13F portfolio, value $1,382,875.

    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 129,570 shares
    Change vs previous 13F +7,617 shares

    <0.01% of the 13F portfolio, value $2,192,902.

    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 121,953 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,913,444.

    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).