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Orion Portfolio Solutions, LLC: AMT position timeline

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

Orion Portfolio Solutions, LLC held 16,721 AMT shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 16,721 shares
    Change vs previous 13F +399 shares

    0.04% of the 13F portfolio, value $3,638,453.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio 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 ended2024-12-31
    13F 16,322 shares
    Change vs previous 13F +648 shares

    0.03% of the 13F portfolio, value $2,993,674.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio 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 ended2024-09-30
    13F 15,674 shares
    Change vs previous 13F -656 shares

    0.04% of the 13F portfolio, value $3,645,093.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio 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 ended2024-06-30
    13F 16,330 shares
    Change vs previous 13F -869 shares

    0.03% of the 13F portfolio, value $3,174,107.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio 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 ended2024-03-31
    13F 17,199 shares
    Change vs previous 13F +3,381 shares

    0.04% of the 13F portfolio, value $3,398,461.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio 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 ended2023-12-31
    13F 13,818 shares
    Change vs previous 13F +438 shares

    0.03% of the 13F portfolio, value $2,985,770.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio 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 ended2023-09-30
    13F 13,380 shares
    Change vs previous 13F -1,854 shares

    0.03% of the 13F portfolio, value $2,200,268.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio 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 ended2023-06-30
    13F/A 15,234 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,954,516.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).