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Orion Porfolio Solutions, LLC: MO position timeline

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

Orion Porfolio Solutions, LLC held 158,934 MO 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 158,934 shares
    Change vs previous 13F +13,475 shares

    0.09% of the 13F portfolio, value $11,435,305.

    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 145,459 shares
    Change vs previous 13F -33,898 shares

    0.08% of the 13F portfolio, value $9,598,802.

    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 179,357 shares
    Change vs previous 13F +4,100 shares

    0.08% of the 13F portfolio, value $10,341,732.

    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 175,257 shares
    Change vs previous 13F +436 shares

    0.09% of the 13F portfolio, value $11,577,469.

    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 174,821 shares
    Change vs previous 13F +18,464 shares

    0.09% of the 13F portfolio, value $10,249,752.

    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 156,357 shares
    Change vs previous 13F +11,401 shares

    0.09% of the 13F portfolio, value $9,384,533.

    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 144,956 shares
    Change vs previous 13F +7,498 shares

    0.08% of the 13F portfolio, value $7,579,729.

    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 137,458 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,015,861.

    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).