Skip to content
Disclosery

Orion Porfolio Solutions, LLC: FSMB position timeline

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

Orion Porfolio Solutions, LLC held 101,268 FSMB 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 101,268 shares
    Change vs previous 13F -8,041 shares

    0.02% of the 13F portfolio, value $2,024,341.

    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 109,309 shares
    Change vs previous 13F +528 shares

    0.02% of the 13F portfolio, value $2,181,804.

    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 108,781 shares
    Change vs previous 13F -14,190 shares

    0.02% of the 13F portfolio, value $2,180,511.

    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 122,971 shares
    Change vs previous 13F -10,091 shares

    0.02% of the 13F portfolio, value $2,469,257.

    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 133,062 shares
    Change vs previous 13F +258 shares

    0.02% of the 13F portfolio, value $2,648,599.

    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 132,804 shares
    Change vs previous 13F -18,180 shares

    0.03% of the 13F portfolio, value $2,638,816.

    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).

  7. period ended2024-12-31
    13F 150,984 shares
    Change vs previous 13F -24,864 shares

    0.03% of the 13F portfolio, value $2,995,523.

    13F-HR 0001580642-25-004676 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).

  8. period ended2024-09-30
    13F 175,848 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,518,707.

    13F-HR 0001580642-25-004675 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).