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Orion Porfolio Solutions, LLC: MUB position timeline

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

Orion Porfolio Solutions, LLC held 895,244 MUB 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 895,244 shares
    Change vs previous 13F +114,184 shares

    0.74% of the 13F portfolio, value $96,346,157.

    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 781,060 shares
    Change vs previous 13F +2,883 shares

    0.71% of the 13F portfolio, value $82,909,532.

    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 778,177 shares
    Change vs previous 13F +77,597 shares

    0.61% of the 13F portfolio, value $83,350,533.

    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 700,580 shares
    Change vs previous 13F +12,538 shares

    0.58% of the 13F portfolio, value $74,604,778.

    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 688,042 shares
    Change vs previous 13F +121,711 shares

    0.61% of the 13F portfolio, value $71,886,634.

    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 566,331 shares
    Change vs previous 13F -159,899 shares

    0.59% of the 13F portfolio, value $59,714,006.

    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 726,230 shares
    Change vs previous 13F +72,365 shares

    0.77% of the 13F portfolio, value $77,379,847.

    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 653,865 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $71,029,269.

    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).