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Orion Porfolio Solutions, LLC: SPYM position timeline

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

Orion Porfolio Solutions, LLC held 413,622 SPYM 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 413,622 shares
    Change vs previous 13F +31,490 shares

    0.28% of the 13F portfolio, value $36,349,157.

    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 382,132 shares
    Change vs previous 13F +909 shares

    0.25% of the 13F portfolio, value $29,248,407.

    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 381,223 shares
    Change vs previous 13F +40,618 shares

    0.22% of the 13F portfolio, value $30,581,738.

    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 340,605 shares
    Change vs previous 13F -8,855 shares

    0.21% of the 13F portfolio, value $26,683,006.

    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 349,460 shares
    Change vs previous 13F +75,690 shares

    0.22% of the 13F portfolio, value $25,402,293.

    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 273,770 shares
    Change vs previous 13F +289 shares

    0.18% of the 13F portfolio, value $18,003,096.

    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 273,481 shares
    Change vs previous 13F +53,674 shares

    0.19% of the 13F portfolio, value $18,853,762.

    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 219,807 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $14,839,190.

    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).