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Orion Portfolio Solutions, LLC: DBMF position timeline

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

Orion Portfolio Solutions, LLC held 18,786 DBMF 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 18,786 shares
    Change vs previous 13F -1,654 shares

    <0.01% of the 13F portfolio, value $474,534.

    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 20,440 shares
    Change vs previous 13F -251 shares

    0.01% of the 13F portfolio, value $534,710.

    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 20,691 shares
    Change vs previous 13F -1,114 shares

    0.01% of the 13F portfolio, value $582,038.

    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 21,805 shares
    Change vs previous 13F -2,695 shares

    0.01% of the 13F portfolio, value $655,458.

    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 24,500 shares
    Change vs previous 13F +7,728 shares

    0.01% of the 13F portfolio, value $702,660.

    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 16,772 shares
    Change vs previous 13F -27,350 shares

    0.01% of the 13F portfolio, value $436,573.

    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 44,122 shares
    Change vs previous 13F +1,562 shares

    0.02% of the 13F portfolio, value $1,275,123.

    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 42,560 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,175,944.

    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).