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Orion Porfolio Solutions, LLC: SPTM position timeline

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

Orion Porfolio Solutions, LLC held 66,137 SPTM 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 66,137 shares
    Change vs previous 13F +61,496 shares

    0.05% of the 13F portfolio, value $6,004,592.

    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 4,641 shares
    Change vs previous 13F -1,094 shares

    <0.01% of the 13F portfolio, value $366,884.

    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 5,735 shares
    Change vs previous 13F +2,105 shares

    <0.01% of the 13F portfolio, value $473,100.

    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 3,630 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $292,739.

    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 3,500 shares
    Change vs previous 13F -39,274 shares

    <0.01% of the 13F portfolio, value $262,096.

    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 42,774 shares
    Change vs previous 13F -1,694 shares

    0.03% of the 13F portfolio, value $2,909,042.

    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 44,468 shares
    Change vs previous 13F -1,297 shares

    0.03% of the 13F portfolio, value $3,176,319.

    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 45,765 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,206,310.

    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).