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Orion Portfolio Solutions, LLC: M position timeline

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

Orion Portfolio Solutions, LLC held 14,023 M 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 14,023 shares
    Change vs previous 13F -1,746 shares

    <0.01% of the 13F portfolio, value $176,125.

    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 15,769 shares
    Change vs previous 13F -754 shares

    <0.01% of the 13F portfolio, value $266,973.

    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 16,523 shares
    Change vs previous 13F +560 shares

    <0.01% of the 13F portfolio, value $259,246.

    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 15,963 shares
    Change vs previous 13F -861 shares

    <0.01% of the 13F portfolio, value $306,490.

    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 16,824 shares
    Change vs previous 13F -323 shares

    <0.01% of the 13F portfolio, value $336,312.

    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 17,147 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,679.

    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).