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Orion Porfolio Solutions, LLC: PCMM position timeline

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

Orion Porfolio Solutions, LLC held 14,848 PCMM 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 14,848 shares
    Change vs previous 13F -55,822 shares

    0.01% of the 13F portfolio, value $740,562.

    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 70,670 shares
    Change vs previous 13F -39,171 shares

    0.03% of the 13F portfolio, value $3,474,863.

    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 109,841 shares
    Change vs previous 13F -14,100 shares

    0.04% of the 13F portfolio, value $5,505,250.

    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 123,941 shares
    Change vs previous 13F +9,609 shares

    0.05% of the 13F portfolio, value $6,267,686.

    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 114,332 shares
    Change vs previous 13F +48,127 shares

    0.05% of the 13F portfolio, value $5,760,042.

    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 66,205 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,368,510.

    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).