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Orion Porfolio Solutions, LLC: WM position timeline

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

Orion Porfolio Solutions, LLC held 69,211 WM 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 69,211 shares
    Change vs previous 13F -7,957 shares

    0.12% of the 13F portfolio, value $15,425,618.

    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 77,168 shares
    Change vs previous 13F -12,189 shares

    0.15% of the 13F portfolio, value $17,732,561.

    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 89,357 shares
    Change vs previous 13F -5,302 shares

    0.14% of the 13F portfolio, value $19,632,791.

    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 94,659 shares
    Change vs previous 13F -3,734 shares

    0.16% of the 13F portfolio, value $20,903,579.

    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 98,393 shares
    Change vs previous 13F -14 shares

    0.19% of the 13F portfolio, value $22,514,340.

    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 98,407 shares
    Change vs previous 13F -1,373 shares

    0.22% of the 13F portfolio, value $22,782,160.

    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 99,780 shares
    Change vs previous 13F -2,928 shares

    0.2% of the 13F portfolio, value $20,134,597.

    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 102,708 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $21,322,202.

    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).