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Orion Portfolio Solutions, LLC: IMO position timeline

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

Orion Portfolio Solutions, LLC held 14,309 IMO 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 14,309 shares
    Change vs previous 13F -1,330 shares

    0.01% of the 13F portfolio, value $1,034,810.

    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 15,639 shares
    Change vs previous 13F -691 shares

    0.01% of the 13F portfolio, value $963,332.

    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 16,330 shares
    Change vs previous 13F -361 shares

    0.01% of the 13F portfolio, value $1,150,449.

    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 16,691 shares
    Change vs previous 13F -809 shares

    0.01% of the 13F portfolio, value $1,139,161.

    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 17,500 shares
    Change vs previous 13F +2,966 shares

    0.01% of the 13F portfolio, value $1,209,799.

    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 14,534 shares
    Change vs previous 13F -602 shares

    0.01% of the 13F portfolio, value $834,998.

    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 15,136 shares
    Change vs previous 13F -2,064 shares

    0.01% of the 13F portfolio, value $932,247.

    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 17,200 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $879,969.

    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).