Skip to content
Disclosery

Orion Porfolio Solutions, LLC: AM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on AM, newest first. How the timeline and the estimate are built.

Orion Porfolio Solutions, LLC held 45,385 AM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,385 shares
    Change vs previous 13F +71 shares

    0.01% of the 13F portfolio, value $1,032,527.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
    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 45,314 shares
    Change vs previous 13F +34,891 shares

    0.01% of the 13F portfolio, value $1,033,142.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
    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 10,423 shares
    Change vs previous 13F +223 shares

    <0.01% of the 13F portfolio, value $185,433.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
    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 10,200 shares
    Change vs previous 13F -922 shares

    <0.01% of the 13F portfolio, value $198,295.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
    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 11,122 shares
    Change vs previous 13F +213 shares

    <0.01% of the 13F portfolio, value $210,771.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
    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 10,909 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $196,367.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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