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Orion Porfolio Solutions, LLC: JHMD position timeline

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

Orion Porfolio Solutions, LLC held 99,405 JHMD 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 99,405 shares
    Change vs previous 13F -1,725 shares

    0.03% of the 13F portfolio, value $4,414,576.

    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 101,130 shares
    Change vs previous 13F -24,781 shares

    0.04% of the 13F portfolio, value $4,284,909.

    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 125,911 shares
    Change vs previous 13F -4,470 shares

    0.04% of the 13F portfolio, value $5,229,084.

    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 130,381 shares
    Change vs previous 13F -18,081 shares

    0.04% of the 13F portfolio, value $5,212,632.

    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 148,462 shares
    Change vs previous 13F -5,805 shares

    0.05% of the 13F portfolio, value $5,681,640.

    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 154,267 shares
    Change vs previous 13F -9,292 shares

    0.05% of the 13F portfolio, value $5,391,617.

    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 163,559 shares
    Change vs previous 13F -6,987 shares

    0.05% of the 13F portfolio, value $5,245,337.

    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 170,546 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,030,506.

    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).