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Disclosery

Corient Private Wealth LP: MTN position timeline

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

Corient Private Wealth LP held 406,964 MTN 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 406,964 shares
    Change vs previous 13F -4,872 shares

    0.08% of the 13F portfolio, value $55,408,231.

    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 411,836 shares
    Change vs previous 13F -3,155 shares

    0.08% of the 13F portfolio, value $52,845,965.

    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 414,991 shares
    Change vs previous 13F -12,481 shares

    0.07% of the 13F portfolio, value $55,112,257.

    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 427,472 shares
    Change vs previous 13F +421,260 shares

    0.1% of the 13F portfolio, value $63,936,963.

    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 6,212 shares
    Change vs previous 13F +43 shares

    <0.01% of the 13F portfolio, value $982,241.

    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 6,169 shares
    Change vs previous 13F +112 shares

    <0.01% of the 13F portfolio, value $994,160.

    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 6,057 shares
    Change vs previous 13F +2,179 shares

    <0.01% of the 13F portfolio, value $1,135,386.

    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 3,878 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $675,775.

    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).