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Disclosery

Corient Private Wealth LP: MOAT position timeline

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

Corient Private Wealth LP held 155,588 MOAT 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 155,588 shares
    Change vs previous 13F +88,405 shares

    0.02% of the 13F portfolio, value $16,174,957.

    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 67,183 shares
    Change vs previous 13F -3,399 shares

    0.01% of the 13F portfolio, value $6,496,596.

    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 70,582 shares
    Change vs previous 13F -2,460 shares

    0.01% of the 13F portfolio, value $7,311,615.

    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 73,042 shares
    Change vs previous 13F -7,489 shares

    0.01% of the 13F portfolio, value $7,239,180.

    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 80,531 shares
    Change vs previous 13F -18,507 shares

    0.01% of the 13F portfolio, value $7,553,012.

    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 99,038 shares
    Change vs previous 13F -18,912 shares

    0.01% of the 13F portfolio, value $8,715,329.

    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 117,950 shares
    Change vs previous 13F -805 shares

    0.02% of the 13F portfolio, value $10,790,729.

    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 118,755 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $11,513,273.

    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).