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Disclosery

Corient Private Wealth LP: MLPA position timeline

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

Corient Private Wealth LP held 12,264 MLPA 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 12,264 shares
    Change vs previous 13F -5,270 shares

    <0.01% of the 13F portfolio, value $650,974.

    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 17,534 shares
    Change vs previous 13F +4,358 shares

    <0.01% of the 13F portfolio, value $927,541.

    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 13,176 shares
    Change vs previous 13F +1,579 shares

    <0.01% of the 13F portfolio, value $637,839.

    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 11,597 shares
    Change vs previous 13F -1,430 shares

    <0.01% of the 13F portfolio, value $561,516.

    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 13,027 shares
    Change vs previous 13F -71 shares

    <0.01% of the 13F portfolio, value $653,958.

    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 13,098 shares
    Change vs previous 13F +252 shares

    <0.01% of the 13F portfolio, value $697,210.

    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 12,846 shares
    Change vs previous 13F +1,185 shares

    <0.01% of the 13F portfolio, value $634,724.

    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 11,661 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $559,498.

    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).