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Orion Porfolio Solutions, LLC: PM position timeline

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

Orion Porfolio Solutions, LLC held 185,306 PM 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 185,306 shares
    Change vs previous 13F +31,034 shares

    0.26% of the 13F portfolio, value $33,523,747.

    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 154,272 shares
    Change vs previous 13F -11,263 shares

    0.22% of the 13F portfolio, value $25,507,257.

    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 165,535 shares
    Change vs previous 13F -12,836 shares

    0.19% of the 13F portfolio, value $26,551,725.

    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 178,371 shares
    Change vs previous 13F -9,932 shares

    0.22% of the 13F portfolio, value $28,931,700.

    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 188,303 shares
    Change vs previous 13F -11,195 shares

    0.29% of the 13F portfolio, value $34,295,613.

    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 199,498 shares
    Change vs previous 13F +6,047 shares

    0.31% of the 13F portfolio, value $31,666,387.

    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 193,451 shares
    Change vs previous 13F +3,910 shares

    0.23% of the 13F portfolio, value $23,281,822.

    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 189,541 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $23,010,268.

    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).