Skip to content
Disclosery

Orion Porfolio Solutions, LLC: MSCI position timeline

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

Orion Porfolio Solutions, LLC held 4,162 MSCI 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 4,162 shares
    Change vs previous 13F -1,042 shares

    0.02% of the 13F portfolio, value $2,331,061.

    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 5,204 shares
    Change vs previous 13F -1,729 shares

    0.02% of the 13F portfolio, value $2,804,787.

    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 6,933 shares
    Change vs previous 13F -2,527 shares

    0.03% of the 13F portfolio, value $3,977,931.

    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 9,460 shares
    Change vs previous 13F -924 shares

    0.04% of the 13F portfolio, value $5,367,649.

    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 10,384 shares
    Change vs previous 13F -1,063 shares

    0.05% of the 13F portfolio, value $5,988,626.

    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 11,447 shares
    Change vs previous 13F -13,672 shares

    0.06% of the 13F portfolio, value $6,473,199.

    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 25,119 shares
    Change vs previous 13F -2,486 shares

    0.15% of the 13F portfolio, value $15,071,988.

    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 27,605 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $16,091,454.

    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).