Orion Porfolio Solutions, LLC: IBMO position timeline

Orion Porfolio Solutions, LLC held 0 IBMO shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -46,139 shares

   13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 46,139 shares

   Change vs previous 13F -8,778 shares

   0.01% of the 13F portfolio, value $1,183,927.

   13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F/A 54,917 shares

   Change vs previous 13F +10,353 shares

   0.01% of the 13F portfolio, value $1,407,148.

   13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
   Filed 2025-08-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 44,564 shares

   Change vs previous 13F +36,293 shares

   0.01% of the 13F portfolio, value $1,139,046.

   13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2024-12-31

   13F 8,271 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $210,592.

   13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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