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Disclosery

Corient Private Wealth LP: MTUM position timeline

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

Corient Private Wealth LP held 346,128 MTUM 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 346,128 shares
    Change vs previous 13F -627,890 shares

    0.16% of the 13F portfolio, value $118,663,675.

    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 974,018 shares
    Change vs previous 13F +82,399 shares

    0.33% of the 13F portfolio, value $233,607,870.

    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 891,619 shares
    Change vs previous 13F +174,883 shares

    0.3% of the 13F portfolio, value $223,181,236.

    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 716,736 shares
    Change vs previous 13F -99,189 shares

    0.29% of the 13F portfolio, value $183,807,061.

    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 815,925 shares
    Change vs previous 13F +63,227 shares

    0.26% of the 13F portfolio, value $196,083,445.

    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 752,698 shares
    Change vs previous 13F +69,145 shares

    0.25% of the 13F portfolio, value $152,143,193.

    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 683,553 shares
    Change vs previous 13F +17,512 shares

    0.23% of the 13F portfolio, value $141,441,314.

    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 666,041 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $135,046,578.

    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).