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Disclosery

Corient Private Wealth LP: MDB position timeline

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

Corient Private Wealth LP held 45,298 MDB 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 45,298 shares
    Change vs previous 13F +9,702 shares

    0.02% of the 13F portfolio, value $15,215,709.

    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 35,596 shares
    Change vs previous 13F +31,148 shares

    0.01% of the 13F portfolio, value $8,669,662.

    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 4,448 shares
    Change vs previous 13F +1,304 shares

    <0.01% of the 13F portfolio, value $1,866,967.

    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 3,144 shares
    Change vs previous 13F -2,985 shares

    <0.01% of the 13F portfolio, value $975,793.

    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 6,129 shares
    Change vs previous 13F +4,441 shares

    <0.01% of the 13F portfolio, value $1,287,021.

    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 1,688 shares
    Change vs previous 13F -1,068 shares

    <0.01% of the 13F portfolio, value $296,134.

    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 2,756 shares
    Change vs previous 13F -257 shares

    <0.01% of the 13F portfolio, value $641,847.

    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 3,013 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $814,553.

    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).