Orion Portfolio Solutions, LLC: LMBS position timeline

Orion Portfolio Solutions, LLC held 46,945 LMBS 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 46,945 shares

   Change vs previous 13F -1,260 shares

   0.02% of the 13F portfolio, value $2,307,792.

   13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-12-31

   13F 48,205 shares

   Change vs previous 13F +1,097 shares

   0.02% of the 13F portfolio, value $2,346,114.

   13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-09-30

   13F 47,108 shares

   Change vs previous 13F +7,203 shares

   0.02% of the 13F portfolio, value $2,327,624.

   13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
   Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-06-30

   13F 39,905 shares

   Change vs previous 13F +6,269 shares

   0.02% of the 13F portfolio, value $1,917,457.

   13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-03-31

   13F 33,636 shares

   Change vs previous 13F +9,372 shares

   0.02% of the 13F portfolio, value $1,622,920.

   13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
   Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-12-31

   13F 24,264 shares

   Change vs previous 13F -124 shares

   0.01% of the 13F portfolio, value $1,168,290.

   13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
   Filed 2024-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-09-30

   13F 24,388 shares

   Change vs previous 13F -6,071 shares

   0.01% of the 13F portfolio, value $1,152,069.

   13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
   Filed 2023-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-06-30

   13F/A 30,459 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $1,451,975.

   13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
   Filed 2023-08-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).