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Orion Porfolio Solutions, LLC: MA position timeline

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

Orion Porfolio Solutions, LLC held 58,203 MA 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 58,203 shares
    Change vs previous 13F -3,133 shares

    0.23% of the 13F portfolio, value $29,892,967.

    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 61,336 shares
    Change vs previous 13F -7,140 shares

    0.26% of the 13F portfolio, value $30,647,283.

    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 68,476 shares
    Change vs previous 13F +753 shares

    0.29% of the 13F portfolio, value $39,091,647.

    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 67,723 shares
    Change vs previous 13F +213 shares

    0.3% of the 13F portfolio, value $38,521,121.

    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 67,510 shares
    Change vs previous 13F +4,757 shares

    0.32% of the 13F portfolio, value $37,936,510.

    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 62,753 shares
    Change vs previous 13F +2,812 shares

    0.34% of the 13F portfolio, value $34,396,369.

    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 59,941 shares
    Change vs previous 13F +2,297 shares

    0.31% of the 13F portfolio, value $31,563,105.

    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 57,644 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $28,464,373.

    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).