Skip to content
Disclosery

Orion Portfolio Solutions, LLC: HCMT position timeline

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

Orion Portfolio Solutions, LLC held 1,764,212 HCMT 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 1,764,212 shares
    Change vs previous 13F +136,230 shares

    0.52% of the 13F portfolio, value $53,296,837.

    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 1,627,982 shares
    Change vs previous 13F +145,177 shares

    0.59% of the 13F portfolio, value $58,748,186.

    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 1,482,805 shares
    Change vs previous 13F +222,471 shares

    0.52% of the 13F portfolio, value $52,268,865.

    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 1,260,334 shares
    Change vs previous 13F +18,106 shares

    0.45% of the 13F portfolio, value $42,914,374.

    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 1,242,228 shares
    Change vs previous 13F +161,869 shares

    0.41% of the 13F portfolio, value $38,434,544.

    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 1,080,359 shares
    Change vs previous 13F +328,411 shares

    0.33% of the 13F portfolio, value $28,262,191.

    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 751,948 shares
    Change vs previous 13F +67,951 shares

    0.22% of the 13F portfolio, value $17,869,510.

    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 683,997 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $17,774,414.

    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).