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Disclosery

Corient Private Wealth LP: MGA position timeline

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

Corient Private Wealth LP held 24,293 MGA 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 24,293 shares
    Change vs previous 13F -12,122 shares

    <0.01% of the 13F portfolio, value $1,595,092.

    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 36,415 shares
    Change vs previous 13F +1,766 shares

    <0.01% of the 13F portfolio, value $2,024,933.

    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 34,649 shares
    Change vs previous 13F +3,313 shares

    <0.01% of the 13F portfolio, value $1,847,027.

    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 31,336 shares
    Change vs previous 13F +248 shares

    <0.01% of the 13F portfolio, value $1,484,728.

    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 31,088 shares
    Change vs previous 13F +8,692 shares

    <0.01% of the 13F portfolio, value $1,200,312.

    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 22,396 shares
    Change vs previous 13F -12,700 shares

    <0.01% of the 13F portfolio, value $761,240.

    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 35,096 shares
    Change vs previous 13F -21,859 shares

    <0.01% of the 13F portfolio, value $1,466,663.

    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 56,955 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,337,434.

    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).