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Disclosery

Corient Private Wealth LP: MSI position timeline

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

Corient Private Wealth LP held 63,017 MSI 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 63,017 shares
    Change vs previous 13F +32,979 shares

    0.04% of the 13F portfolio, value $26,171,668.

    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 30,038 shares
    Change vs previous 13F -59,074 shares

    0.02% of the 13F portfolio, value $12,243,110.

    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 89,112 shares
    Change vs previous 13F -44,838 shares

    0.05% of the 13F portfolio, value $34,197,342.

    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 133,950 shares
    Change vs previous 13F -4,187 shares

    0.1% of the 13F portfolio, value $61,253,905.

    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 138,137 shares
    Change vs previous 13F +19,601 shares

    0.08% of the 13F portfolio, value $58,081,053.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 138,137 shares
    • Corient IA LP: 0 shares

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

  6. period ended2025-03-31
    13F 118,536 shares
    Change vs previous 13F +31,865 shares

    0.08% of the 13F portfolio, value $51,896,971.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 117,536 shares
    • Corient IA LP: 1,000 shares

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

  7. period ended2024-12-31
    13F 86,671 shares
    Change vs previous 13F +13,298 shares

    0.07% of the 13F portfolio, value $39,249,340.

    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 73,373 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $32,990,910.

    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).