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Disclosery

Corient Private Wealth LP: MAR position timeline

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

Corient Private Wealth LP held 191,804 MAR 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 191,804 shares
    Change vs previous 13F -17,134 shares

    0.1% of the 13F portfolio, value $71,081,320.

    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 208,938 shares
    Change vs previous 13F +5,776 shares

    0.1% of the 13F portfolio, value $68,172,365.

    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 203,162 shares
    Change vs previous 13F +19,761 shares

    0.09% of the 13F portfolio, value $63,046,496.

    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 183,401 shares
    Change vs previous 13F -10,242 shares

    0.08% of the 13F portfolio, value $47,764,773.

    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 193,643 shares
    Change vs previous 13F -6,723 shares

    0.07% of the 13F portfolio, value $52,905,047.

    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 200,366 shares
    Change vs previous 13F -18,332 shares

    0.08% of the 13F portfolio, value $47,727,413.

    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 218,698 shares
    Change vs previous 13F -2,409 shares

    0.1% of the 13F portfolio, value $60,790,692.

    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 221,107 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $54,967,251.

    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).