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Orion Porfolio Solutions, LLC: SMMD position timeline

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

Orion Porfolio Solutions, LLC held 86,866 SMMD 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 86,866 shares
    Change vs previous 13F -14,992 shares

    0.06% of the 13F portfolio, value $7,959,550.

    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 101,858 shares
    Change vs previous 13F -52,488 shares

    0.07% of the 13F portfolio, value $7,776,832.

    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 154,346 shares
    Change vs previous 13F +35,930 shares

    0.08% of the 13F portfolio, value $11,566,662.

    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 118,416 shares
    Change vs previous 13F -2,599 shares

    0.07% of the 13F portfolio, value $8,730,843.

    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 121,015 shares
    Change vs previous 13F +517 shares

    0.07% of the 13F portfolio, value $8,202,384.

    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 120,498 shares
    Change vs previous 13F -30,341 shares

    0.07% of the 13F portfolio, value $7,535,936.

    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 150,839 shares
    Change vs previous 13F +17,905 shares

    0.1% of the 13F portfolio, value $10,257,047.

    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 132,934 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,003,638.

    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).