Skip to content
Disclosery

Orion Portfolio Solutions, LLC: JHML position timeline

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

Orion Portfolio Solutions, LLC held 7,612 JHML 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 7,612 shares
    Change vs previous 13F -95 shares

    0.01% of the 13F portfolio, value $513,201.

    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 7,707 shares
    Change vs previous 13F -942 shares

    0.01% of the 13F portfolio, value $536,793.

    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 8,649 shares
    Change vs previous 13F -3,786 shares

    0.01% of the 13F portfolio, value $600,552.

    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 12,435 shares
    Change vs previous 13F -6,547 shares

    0.01% of the 13F portfolio, value $808,367.

    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 18,982 shares
    Change vs previous 13F -11,336 shares

    0.01% of the 13F portfolio, value $1,229,242.

    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 30,318 shares
    Change vs previous 13F +1,866 shares

    0.02% of the 13F portfolio, value $1,779,323.

    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 28,452 shares
    Change vs previous 13F -28,470 shares

    0.02% of the 13F portfolio, value $1,508,499.

    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 56,922 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,124,393.

    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).