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Orion Porfolio Solutions, LLC: HCMT position timeline

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

Orion Porfolio Solutions, LLC held 20,769 HCMT 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 20,769 shares
    Change vs previous 13F -1,056,825 shares

    0.01% of the 13F portfolio, value $871,052.

    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 1,077,594 shares
    Change vs previous 13F -1,180,004 shares

    0.32% of the 13F portfolio, value $37,920,541.

    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 2,257,598 shares
    Change vs previous 13F -9,361 shares

    0.64% of the 13F portfolio, value $87,052,981.

    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 2,266,959 shares
    Change vs previous 13F +32,422 shares

    0.66% of the 13F portfolio, value $84,988,299.

    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 2,234,537 shares
    Change vs previous 13F +470,325 shares

    0.62% of the 13F portfolio, value $72,801,214.

    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 1,764,212 shares
    Change vs previous 13F +136,230 shares

    0.52% of the 13F portfolio, value $53,296,837.

    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 1,627,982 shares
    Change vs previous 13F +145,177 shares

    0.59% of the 13F portfolio, value $58,748,186.

    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 1,482,805 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $52,268,865.

    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).