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Disclosery

Corient Private Wealth LP: MLI position timeline

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

Corient Private Wealth LP held 27,123 MLI 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 27,123 shares
    Change vs previous 13F +2,948 shares

    <0.01% of the 13F portfolio, value $3,334,207.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 24,893 shares
    • Corient IA LP: 2,230 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,175 shares
    Change vs previous 13F -91 shares

    <0.01% of the 13F portfolio, value $2,678,559.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 21,945 shares
    • Corient IA LP: 2,230 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 24,266 shares
    Change vs previous 13F +645 shares

    <0.01% of the 13F portfolio, value $2,785,748.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 21,766 shares
    • Corient IA LP: 2,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,621 shares
    Change vs previous 13F +4,960 shares

    <0.01% of the 13F portfolio, value $2,388,350.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 21,121 shares
    • Corient IA LP: 2,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 18,661 shares
    Change vs previous 13F +2,248 shares

    <0.01% of the 13F portfolio, value $1,482,973.

    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 16,413 shares
    Change vs previous 13F +2,135 shares

    <0.01% of the 13F portfolio, value $1,249,682.

    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 14,278 shares
    Change vs previous 13F -2,558 shares

    <0.01% of the 13F portfolio, value $1,133,117.

    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 16,836 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,247,536.

    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).