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Disclosery

Corient Private Wealth LP: MUB position timeline

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

Corient Private Wealth LP held 422,533 MUB 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 422,533 shares
    Change vs previous 13F -442,021 shares

    0.06% of the 13F portfolio, value $45,473,172.

    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 864,554 shares
    Change vs previous 13F +16,554 shares

    0.13% of the 13F portfolio, value $91,764,052.

    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 848,000 shares
    Change vs previous 13F +59,152 shares

    0.12% of the 13F portfolio, value $90,829,318.

    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 788,848 shares
    Change vs previous 13F -28,002 shares

    0.13% of the 13F portfolio, value $84,004,526.

    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 816,850 shares
    Change vs previous 13F +145,831 shares

    0.11% of the 13F portfolio, value $85,344,549.

    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 671,019 shares
    Change vs previous 13F -16,453 shares

    0.12% of the 13F portfolio, value $70,752,348.

    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 687,472 shares
    Change vs previous 13F -83,295 shares

    0.12% of the 13F portfolio, value $73,250,196.

    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 770,767 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $83,728,394.

    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).