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Orion Portfolio Solutions, LLC: FMB position timeline

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

Orion Portfolio Solutions, LLC held 14,080 FMB 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 14,080 shares
    Change vs previous 13F -7,204 shares

    0.01% of the 13F portfolio, value $709,944.

    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 21,284 shares
    Change vs previous 13F +493 shares

    0.01% of the 13F portfolio, value $1,085,697.

    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 20,791 shares
    Change vs previous 13F -2,618 shares

    0.01% of the 13F portfolio, value $1,080,316.

    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 23,409 shares
    Change vs previous 13F +4,832 shares

    0.01% of the 13F portfolio, value $1,195,263.

    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 18,577 shares
    Change vs previous 13F -17,061 shares

    0.01% of the 13F portfolio, value $954,115.

    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 35,638 shares
    Change vs previous 13F +8,826 shares

    0.02% of the 13F portfolio, value $1,841,804.

    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 26,812 shares
    Change vs previous 13F -20,084 shares

    0.02% of the 13F portfolio, value $1,310,570.

    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 46,896 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,376,689.

    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).