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Orion Porfolio Solutions, LLC: MTUM position timeline

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

Orion Porfolio Solutions, LLC held 83,121 MTUM 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 83,121 shares
    Change vs previous 13F +32,182 shares

    0.22% of the 13F portfolio, value $28,496,212.

    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 50,939 shares
    Change vs previous 13F -8,864 shares

    0.1% of the 13F portfolio, value $12,224,805.

    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 59,803 shares
    Change vs previous 13F +24,689 shares

    0.11% of the 13F portfolio, value $14,969,173.

    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 35,114 shares
    Change vs previous 13F -115,791 shares

    0.07% of the 13F portfolio, value $9,004,757.

    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 150,905 shares
    Change vs previous 13F +124,622 shares

    0.31% of the 13F portfolio, value $36,265,412.

    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 26,283 shares
    Change vs previous 13F +594 shares

    0.05% of the 13F portfolio, value $5,312,541.

    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 25,689 shares
    Change vs previous 13F +22,657 shares

    0.05% of the 13F portfolio, value $5,315,577.

    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 3,032 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $614,763.

    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).