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Disclosery

Corient Private Wealth LP: MTB position timeline

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

Corient Private Wealth LP held 59,837 MTB 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 59,837 shares
    Change vs previous 13F -1,349 shares

    0.02% of the 13F portfolio, value $14,241,915.

    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 61,186 shares
    Change vs previous 13F +31,432 shares

    0.02% of the 13F portfolio, value $12,445,540.

    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 29,754 shares
    Change vs previous 13F +5,686 shares

    0.01% of the 13F portfolio, value $5,995,278.

    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 24,068 shares
    Change vs previous 13F +821 shares

    0.01% of the 13F portfolio, value $4,756,206.

    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 23,247 shares
    Change vs previous 13F -2,032 shares

    0.01% of the 13F portfolio, value $4,509,803.

    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 25,279 shares
    Change vs previous 13F +4,510 shares

    0.01% of the 13F portfolio, value $4,518,809.

    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 20,769 shares
    Change vs previous 13F -4,869 shares

    0.01% of the 13F portfolio, value $3,904,895.

    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 25,638 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,566,507.

    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).