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Orion Porfolio Solutions, LLC: MTBA position timeline

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

Orion Porfolio Solutions, LLC held 23,982 MTBA 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 23,982 shares
    Change vs previous 13F -34,590 shares

    0.01% of the 13F portfolio, value $1,176,804.

    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 58,572 shares
    Change vs previous 13F +2,922 shares

    0.02% of the 13F portfolio, value $2,896,955.

    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 55,650 shares
    Change vs previous 13F -3,264 shares

    0.02% of the 13F portfolio, value $2,805,310.

    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 58,914 shares
    Change vs previous 13F -2,008 shares

    0.02% of the 13F portfolio, value $2,966,306.

    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 60,922 shares
    Change vs previous 13F -34,997 shares

    0.03% of the 13F portfolio, value $3,051,563.

    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 95,919 shares
    Change vs previous 13F +38,315 shares

    0.05% of the 13F portfolio, value $4,809,403.

    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 57,604 shares
    Change vs previous 13F -4,230 shares

    0.03% of the 13F portfolio, value $2,862,364.

    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 61,834 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,183,229.

    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).