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Orion Porfolio Solutions, LLC: SHM position timeline

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

Orion Porfolio Solutions, LLC held 104,645 SHM 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 104,645 shares
    Change vs previous 13F -72 shares

    0.04% of the 13F portfolio, value $5,019,309.

    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 104,717 shares
    Change vs previous 13F +436 shares

    0.04% of the 13F portfolio, value $5,008,627.

    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 104,281 shares
    Change vs previous 13F -841 shares

    0.04% of the 13F portfolio, value $5,004,456.

    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 105,122 shares
    Change vs previous 13F +9,023 shares

    0.04% of the 13F portfolio, value $5,068,963.

    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 96,099 shares
    Change vs previous 13F -7,362 shares

    0.04% of the 13F portfolio, value $4,596,405.

    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 103,461 shares
    Change vs previous 13F -1,830 shares

    0.05% of the 13F portfolio, value $4,924,753.

    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 105,291 shares
    Change vs previous 13F +800 shares

    0.05% of the 13F portfolio, value $4,989,749.

    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 104,491 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,030,189.

    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).