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Orion Porfolio Solutions, LLC: SMIN position timeline

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

Orion Porfolio Solutions, LLC held 28,688 SMIN 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 28,688 shares
    Change vs previous 13F +14,451 shares

    0.02% of the 13F portfolio, value $2,029,092.

    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 14,237 shares
    Change vs previous 13F -699 shares

    0.01% of the 13F portfolio, value $853,661.

    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 14,936 shares
    Change vs previous 13F -1,113 shares

    0.01% of the 13F portfolio, value $1,044,188.

    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 16,049 shares
    Change vs previous 13F -59 shares

    0.01% of the 13F portfolio, value $1,151,003.

    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 16,108 shares
    Change vs previous 13F -280 shares

    0.01% of the 13F portfolio, value $1,243,182.

    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 16,388 shares
    Change vs previous 13F +6,194 shares

    0.01% of the 13F portfolio, value $1,115,829.

    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 10,194 shares
    Change vs previous 13F -552 shares

    0.01% of the 13F portfolio, value $779,345.

    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 10,746 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $924,160.

    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).