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Orion Porfolio Solutions, LLC: MOAT position timeline

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

Orion Porfolio Solutions, LLC held 9,006 MOAT 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 9,006 shares
    Change vs previous 13F -9,192 shares

    0.01% of the 13F portfolio, value $936,265.

    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 18,198 shares
    Change vs previous 13F -6,048 shares

    0.02% of the 13F portfolio, value $1,759,726.

    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 24,246 shares
    Change vs previous 13F -5,848 shares

    0.02% of the 13F portfolio, value $2,510,847.

    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 30,094 shares
    Change vs previous 13F -5,392 shares

    0.02% of the 13F portfolio, value $2,982,702.

    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 35,486 shares
    Change vs previous 13F -5,647 shares

    0.03% of the 13F portfolio, value $3,328,313.

    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 -7,381 shares

    0.04% of the 13F portfolio, value $3,619,682.

    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 48,514 shares
    Change vs previous 13F -33,884 shares

    0.04% of the 13F portfolio, value $4,498,498.

    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 82,398 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,988,476.

    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).