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Orion Porfolio Solutions, LLC: SMMU position timeline

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

Orion Porfolio Solutions, LLC held 4,530 SMMU 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 4,530 shares
    Change vs previous 13F -1,167 shares

    <0.01% of the 13F portfolio, value $228,765.

    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 5,697 shares
    Change vs previous 13F -1,517 shares

    <0.01% of the 13F portfolio, value $287,414.

    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 7,214 shares
    Change vs previous 13F -4,959 shares

    <0.01% of the 13F portfolio, value $363,802.

    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 12,173 shares
    Change vs previous 13F -9,011 shares

    <0.01% of the 13F portfolio, value $615,589.

    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 21,184 shares
    Change vs previous 13F -10,376 shares

    0.01% of the 13F portfolio, value $1,062,801.

    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 31,560 shares
    Change vs previous 13F -1,129 shares

    0.02% of the 13F portfolio, value $1,578,631.

    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 32,689 shares
    Change vs previous 13F -7,501 shares

    0.02% of the 13F portfolio, value $1,629,220.

    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 40,190 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,029,596.

    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).