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Orion Porfolio Solutions, LLC: MSM position timeline

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

Orion Porfolio Solutions, LLC held 38,400 MSM 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 38,400 shares
    Change vs previous 13F -439 shares

    0.03% of the 13F portfolio, value $4,567,709.

    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 38,839 shares
    Change vs previous 13F -1,839 shares

    0.03% of the 13F portfolio, value $3,583,681.

    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 40,678 shares
    Change vs previous 13F -1,118 shares

    0.03% of the 13F portfolio, value $3,421,010.

    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 41,796 shares
    Change vs previous 13F +1,568 shares

    0.03% of the 13F portfolio, value $3,851,063.

    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 40,228 shares
    Change vs previous 13F -404 shares

    0.03% of the 13F portfolio, value $3,420,133.

    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 40,632 shares
    Change vs previous 13F +2,021 shares

    0.03% of the 13F portfolio, value $3,155,868.

    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 38,611 shares
    Change vs previous 13F +166 shares

    0.03% of the 13F portfolio, value $2,883,884.

    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 38,445 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,308,527.

    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).