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Orion Porfolio Solutions, LLC: MUNI position timeline

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

Orion Porfolio Solutions, LLC held 46,698 MUNI 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 46,698 shares
    Change vs previous 13F -2,037 shares

    0.02% of the 13F portfolio, value $2,456,297.

    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 48,735 shares
    Change vs previous 13F -20,157 shares

    0.02% of the 13F portfolio, value $2,543,472.

    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 68,892 shares
    Change vs previous 13F -21,545 shares

    0.03% of the 13F portfolio, value $3,610,630.

    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 90,437 shares
    Change vs previous 13F -18,457 shares

    0.04% of the 13F portfolio, value $4,728,025.

    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 108,894 shares
    Change vs previous 13F -12,060 shares

    0.05% of the 13F portfolio, value $5,592,768.

    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 120,954 shares
    Change vs previous 13F -10,430 shares

    0.06% of the 13F portfolio, value $6,235,206.

    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 131,384 shares
    Change vs previous 13F -18,278 shares

    0.07% of the 13F portfolio, value $6,796,492.

    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 149,662 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,929,071.

    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).