Skip to content
Disclosery

Corient Private Wealth LP: MS position timeline

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

Corient Private Wealth LP held 1,528,373 MS 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 1,528,373 shares
    Change vs previous 13F -157,621 shares

    0.44% of the 13F portfolio, value $319,517,869.

    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 1,685,994 shares
    Change vs previous 13F +180,087 shares

    0.4% of the 13F portfolio, value $276,922,561.

    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 1,505,907 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $263,047,229.

    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).