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Orion Porfolio Solutions, LLC: MSFT position timeline

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

Orion Porfolio Solutions, LLC held 402,976 MSFT 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 402,976 shares
    Change vs previous 13F -9,255 shares

    1.15% of the 13F portfolio, value $150,317,897.

    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 412,231 shares
    Change vs previous 13F -84,007 shares

    1.3% of the 13F portfolio, value $152,595,743.

    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 496,238 shares
    Change vs previous 13F +16,299 shares

    1.76% of the 13F portfolio, value $239,990,519.

    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 479,939 shares
    Change vs previous 13F +5,148 shares

    1.93% of the 13F portfolio, value $248,584,456.

    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 474,791 shares
    Change vs previous 13F +38,915 shares

    2.02% of the 13F portfolio, value $236,165,435.

    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 435,876 shares
    Change vs previous 13F +369,251 shares

    1.6% of the 13F portfolio, value $163,623,356.

    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 66,625 shares
    Change vs previous 13F -340,736 shares

    0.1% of the 13F portfolio, value $10,234,897.

    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 407,361 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $175,287,446.

    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).