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Orion Porfolio Solutions, LLC: SPSM position timeline

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

Orion Porfolio Solutions, LLC held 303,607 SPSM 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 303,607 shares
    Change vs previous 13F +260,052 shares

    0.13% of the 13F portfolio, value $17,509,024.

    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 43,555 shares
    Change vs previous 13F -4,228 shares

    0.02% of the 13F portfolio, value $2,104,595.

    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 47,783 shares
    Change vs previous 13F +2,638 shares

    0.02% of the 13F portfolio, value $2,239,123.

    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 45,145 shares
    Change vs previous 13F +89 shares

    0.02% of the 13F portfolio, value $2,091,104.

    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 45,056 shares
    Change vs previous 13F +7,796 shares

    0.02% of the 13F portfolio, value $1,919,401.

    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 37,260 shares
    Change vs previous 13F -1,032 shares

    0.01% of the 13F portfolio, value $1,518,742.

    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 38,292 shares
    Change vs previous 13F +2,493 shares

    0.02% of the 13F portfolio, value $1,720,114.

    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 35,799 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,629,248.

    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).