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Orion Portfolio Solutions, LLC: JMST position timeline

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

Orion Portfolio Solutions, LLC held 135,978 JMST 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 135,978 shares
    Change vs previous 13F -6,915 shares

    0.07% of the 13F portfolio, value $6,914,472.

    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 142,893 shares
    Change vs previous 13F -9,216 shares

    0.07% of the 13F portfolio, value $7,246,105.

    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 152,109 shares
    Change vs previous 13F +11,280 shares

    0.08% of the 13F portfolio, value $7,748,477.

    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 140,829 shares
    Change vs previous 13F -7,387 shares

    0.08% of the 13F portfolio, value $7,146,358.

    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 148,216 shares
    Change vs previous 13F -11,479 shares

    0.08% of the 13F portfolio, value $7,520,483.

    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 159,695 shares
    Change vs previous 13F +7,978 shares

    0.09% of the 13F portfolio, value $8,104,531.

    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 151,717 shares
    Change vs previous 13F -130,711 shares

    0.09% of the 13F portfolio, value $7,654,149.

    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 282,428 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $14,309,610.

    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).