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Orion Porfolio Solutions, LLC: MBSF position timeline

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

Orion Porfolio Solutions, LLC held 82,617 MBSF 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 82,617 shares
    Change vs previous 13F +3,781 shares

    0.02% of the 13F portfolio, value $2,121,188.

    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 78,836 shares
    Change vs previous 13F -1,452 shares

    0.02% of the 13F portfolio, value $2,011,106.

    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 80,288 shares
    Change vs previous 13F -12,270 shares

    0.02% of the 13F portfolio, value $2,058,966.

    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 92,558 shares
    Change vs previous 13F +3,954 shares

    0.02% of the 13F portfolio, value $2,357,450.

    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 88,604 shares
    Change vs previous 13F +12,565 shares

    0.02% of the 13F portfolio, value $2,261,162.

    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 76,039 shares
    Change vs previous 13F -41,363 shares

    0.02% of the 13F portfolio, value $1,935,622.

    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 117,402 shares
    Change vs previous 13F -174,933 shares

    0.03% of the 13F portfolio, value $2,982,021.

    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 292,335 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,492,526.

    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).