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Orion Porfolio Solutions, LLC: XMMO position timeline

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

Orion Porfolio Solutions, LLC held 95,363 XMMO 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 95,363 shares
    Change vs previous 13F -11,771 shares

    0.12% of the 13F portfolio, value $16,225,136.

    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 107,134 shares
    Change vs previous 13F -159,487 shares

    0.13% of the 13F portfolio, value $15,536,560.

    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 266,621 shares
    Change vs previous 13F +120,212 shares

    0.27% of the 13F portfolio, value $36,916,406.

    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 146,409 shares
    Change vs previous 13F +13,038 shares

    0.15% of the 13F portfolio, value $19,798,829.

    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 133,371 shares
    Change vs previous 13F +28,665 shares

    0.15% of the 13F portfolio, value $17,155,507.

    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 104,706 shares
    Change vs previous 13F -386,483 shares

    0.12% of the 13F portfolio, value $11,911,321.

    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 491,189 shares
    Change vs previous 13F +487,830 shares

    0.6% of the 13F portfolio, value $60,676,548.

    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 3,359 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $404,189.

    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).