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Orion Porfolio Solutions, LLC: SPMO position timeline

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

Orion Porfolio Solutions, LLC held 5,427 SPMO 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 5,427 shares
    Change vs previous 13F -21,445 shares

    0.01% of the 13F portfolio, value $876,704.

    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 26,872 shares
    Change vs previous 13F -146,619 shares

    0.03% of the 13F portfolio, value $3,012,593.

    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 173,491 shares
    Change vs previous 13F -211,414 shares

    0.15% of the 13F portfolio, value $20,700,898.

    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 384,905 shares
    Change vs previous 13F -593,850 shares

    0.36% of the 13F portfolio, value $46,596,652.

    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 978,755 shares
    Change vs previous 13F +266,205 shares

    0.94% of the 13F portfolio, value $110,080,582.

    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 712,550 shares
    Change vs previous 13F +236,133 shares

    0.65% of the 13F portfolio, value $65,932,278.

    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 476,417 shares
    Change vs previous 13F -239,700 shares

    0.45% of the 13F portfolio, value $45,264,387.

    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 716,117 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $64,908,859.

    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).