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Disclosery

Corient Private Wealth LP: MDY position timeline

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

Corient Private Wealth LP held 226,432 MDY 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 226,432 shares
    Change vs previous 13F -3,423 shares

    0.22% of the 13F portfolio, value $159,258,168.

    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 229,855 shares
    Change vs previous 13F -10,881 shares

    0.2% of the 13F portfolio, value $141,660,866.

    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 240,736 shares
    Change vs previous 13F +5,156 shares

    0.2% of the 13F portfolio, value $145,263,779.

    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 235,580 shares
    Change vs previous 13F -3,874 shares

    0.22% of the 13F portfolio, value $140,412,181.

    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 239,454 shares
    Change vs previous 13F -5,024 shares

    0.18% of the 13F portfolio, value $135,646,096.

    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 244,478 shares
    Change vs previous 13F -10,003 shares

    0.21% of the 13F portfolio, value $130,424,979.

    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 254,481 shares
    Change vs previous 13F -1,240 shares

    0.24% of the 13F portfolio, value $144,948,519.

    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 255,721 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $145,673,336.

    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).