Skip to content

Orion Portfolio Solutions, LLC: KMX position timeline

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

Orion Portfolio Solutions, LLC held 21,341 KMX 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 21,341 shares
    Change vs previous 13F +2,354 shares

    0.02% of the 13F portfolio, value $1,662,891.

    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 18,987 shares
    Change vs previous 13F +731 shares

    0.02% of the 13F portfolio, value $1,552,377.

    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 18,256 shares
    Change vs previous 13F -18,996 shares

    0.01% of the 13F portfolio, value $1,412,649.

    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 37,252 shares
    Change vs previous 13F -779 shares

    0.03% of the 13F portfolio, value $2,732,061.

    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 38,031 shares
    Change vs previous 13F +1,864 shares

    0.04% of the 13F portfolio, value $3,312,880.

    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 36,167 shares
    Change vs previous 13F -5,454 shares

    0.03% of the 13F portfolio, value $2,640,552.

    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 41,621 shares
    Change vs previous 13F -4,707 shares

    0.04% of the 13F portfolio, value $2,943,853.

    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 46,328 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,877,654.

    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).