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Disclosery

Corient Private Wealth LP: MBB position timeline

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

Corient Private Wealth LP held 786,118 MBB 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 786,118 shares
    Change vs previous 13F +173,525 shares

    0.1% of the 13F portfolio, value $74,303,772.

    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 612,593 shares
    Change vs previous 13F +226,346 shares

    0.08% of the 13F portfolio, value $57,609,978.

    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 386,247 shares
    Change vs previous 13F -73,545 shares

    0.05% of the 13F portfolio, value $36,784,638.

    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 459,792 shares
    Change vs previous 13F +20,518 shares

    0.07% of the 13F portfolio, value $43,749,219.

    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 439,274 shares
    Change vs previous 13F +24,816 shares

    0.05% of the 13F portfolio, value $41,243,456.

    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 414,458 shares
    Change vs previous 13F +8,555 shares

    0.06% of the 13F portfolio, value $38,867,749.

    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 405,903 shares
    Change vs previous 13F +81,403 shares

    0.06% of the 13F portfolio, value $37,213,246.

    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 324,500 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $31,090,323.

    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).