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Orion Porfolio Solutions, LLC: MTB position timeline

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

Orion Porfolio Solutions, LLC held 17,738 MTB 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 17,738 shares
    Change vs previous 13F -1,590 shares

    0.03% of the 13F portfolio, value $4,221,762.

    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 19,328 shares
    Change vs previous 13F -4,660 shares

    0.03% of the 13F portfolio, value $3,995,529.

    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 23,988 shares
    Change vs previous 13F -244 shares

    0.04% of the 13F portfolio, value $4,833,022.

    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 24,232 shares
    Change vs previous 13F -2,103 shares

    0.04% of the 13F portfolio, value $4,788,827.

    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 26,335 shares
    Change vs previous 13F +714 shares

    0.04% of the 13F portfolio, value $5,108,702.

    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 25,621 shares
    Change vs previous 13F +1,287 shares

    0.04% of the 13F portfolio, value $4,579,904.

    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 24,334 shares
    Change vs previous 13F -14,436 shares

    0.05% of the 13F portfolio, value $4,575,079.

    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 38,770 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,905,746.

    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).