Skip to content
Disclosery

Orion Porfolio Solutions, LLC: MBB position timeline

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

Orion Porfolio Solutions, LLC held 118,840 MBB 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 118,840 shares
    Change vs previous 13F +9,435 shares

    0.09% of the 13F portfolio, value $11,232,743.

    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 109,405 shares
    Change vs previous 13F -48,722 shares

    0.09% of the 13F portfolio, value $10,387,960.

    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 158,127 shares
    Change vs previous 13F +10,333 shares

    0.11% of the 13F portfolio, value $15,056,885.

    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 147,794 shares
    Change vs previous 13F +13,700 shares

    0.11% of the 13F portfolio, value $14,062,582.

    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 134,094 shares
    Change vs previous 13F -12,094 shares

    0.11% of the 13F portfolio, value $12,590,040.

    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 146,188 shares
    Change vs previous 13F +28,341 shares

    0.13% of the 13F portfolio, value $13,709,481.

    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 117,847 shares
    Change vs previous 13F -61,718 shares

    0.11% of the 13F portfolio, value $10,804,247.

    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 179,565 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $17,204,126.

    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).