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Orion Porfolio Solutions, LLC: VMBS position timeline

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

Orion Porfolio Solutions, LLC held 807,948 VMBS 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 807,948 shares
    Change vs previous 13F +112,137 shares

    0.29% of the 13F portfolio, value $37,820,072.

    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 695,811 shares
    Change vs previous 13F +82,345 shares

    0.28% of the 13F portfolio, value $32,668,317.

    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 613,466 shares
    Change vs previous 13F +13,223 shares

    0.21% of the 13F portfolio, value $28,882,010.

    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 600,243 shares
    Change vs previous 13F +12,006 shares

    0.22% of the 13F portfolio, value $28,187,446.

    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 588,237 shares
    Change vs previous 13F +6,311 shares

    0.23% of the 13F portfolio, value $27,258,920.

    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 581,926 shares
    Change vs previous 13F +53,404 shares

    0.26% of the 13F portfolio, value $26,949,013.

    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 528,522 shares
    Change vs previous 13F +28,478 shares

    0.24% of the 13F portfolio, value $23,963,188.

    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 500,044 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $23,607,088.

    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).