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Orion Portfolio Solutions, LLC: FMF position timeline

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

Orion Portfolio Solutions, LLC held 50,825 FMF 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 50,825 shares
    Change vs previous 13F -666 shares

    0.02% of the 13F portfolio, value $2,344,036.

    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 51,491 shares
    Change vs previous 13F +3,196 shares

    0.02% of the 13F portfolio, value $2,449,962.

    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 48,295 shares
    Change vs previous 13F +9,350 shares

    0.02% of the 13F portfolio, value $2,294,014.

    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 38,945 shares
    Change vs previous 13F +9,280 shares

    0.02% of the 13F portfolio, value $1,895,267.

    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 29,665 shares
    Change vs previous 13F +3,239 shares

    0.02% of the 13F portfolio, value $1,500,312.

    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 26,426 shares
    Change vs previous 13F +3,785 shares

    0.01% of the 13F portfolio, value $1,226,689.

    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 22,641 shares
    Change vs previous 13F +6,117 shares

    0.01% of the 13F portfolio, value $1,109,059.

    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 16,524 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $790,008.

    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).