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Orion Porfolio Solutions, LLC: MC position timeline

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

Orion Porfolio Solutions, LLC held 36,501 MC 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 36,501 shares
    Change vs previous 13F -1,258 shares

    0.02% of the 13F portfolio, value $2,387,885.

    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 37,759 shares
    Change vs previous 13F -2,390 shares

    0.02% of the 13F portfolio, value $2,152,246.

    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 40,149 shares
    Change vs previous 13F -6,009 shares

    0.02% of the 13F portfolio, value $2,759,860.

    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 46,158 shares
    Change vs previous 13F -2,198 shares

    0.03% of the 13F portfolio, value $3,291,981.

    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 48,356 shares
    Change vs previous 13F +7,223 shares

    0.03% of the 13F portfolio, value $3,013,573.

    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 41,133 shares
    Change vs previous 13F +5,563 shares

    0.02% of the 13F portfolio, value $2,400,536.

    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 35,570 shares
    Change vs previous 13F -2,467 shares

    0.03% of the 13F portfolio, value $2,627,879.

    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 38,037 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,605,910.

    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).