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Orion Porfolio Solutions, LLC: SMH position timeline

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

Orion Porfolio Solutions, LLC held 1,704 SMH 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 1,704 shares
    Change vs previous 13F -6,441 shares

    0.01% of the 13F portfolio, value $1,117,393.

    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 8,145 shares
    Change vs previous 13F -44,588 shares

    0.03% of the 13F portfolio, value $3,122,615.

    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 52,733 shares
    Change vs previous 13F -1,008 shares

    0.14% of the 13F portfolio, value $18,990,777.

    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 53,741 shares
    Change vs previous 13F +3,364 shares

    0.14% of the 13F portfolio, value $17,538,960.

    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 50,377 shares
    Change vs previous 13F +7,617 shares

    0.12% of the 13F portfolio, value $14,049,028.

    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 42,760 shares
    Change vs previous 13F +10,943 shares

    0.09% of the 13F portfolio, value $9,042,534.

    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 31,817 shares
    Change vs previous 13F +23,262 shares

    0.08% of the 13F portfolio, value $7,705,199.

    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 8,555 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,099,724.

    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).