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Orion Porfolio Solutions, LLC: VTMX position timeline

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

Orion Porfolio Solutions, LLC held 28,882 VTMX 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 28,882 shares
    Change vs previous 13F +1,952 shares

    0.01% of the 13F portfolio, value $990,933.

    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 26,930 shares
    Change vs previous 13F +5,300 shares

    0.01% of the 13F portfolio, value $897,837.

    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 21,630 shares
    Change vs previous 13F +901 shares

    <0.01% of the 13F portfolio, value $659,491.

    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 20,729 shares
    Change vs previous 13F +1,857 shares

    <0.01% of the 13F portfolio, value $586,436.

    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 18,872 shares
    Change vs previous 13F +1,788 shares

    <0.01% of the 13F portfolio, value $516,917.

    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 17,084 shares
    Change vs previous 13F +2,072 shares

    <0.01% of the 13F portfolio, value $389,694.

    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 15,012 shares
    Change vs previous 13F -2,115 shares

    <0.01% of the 13F portfolio, value $384,312.

    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 17,127 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $461,413.

    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).