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Orion Portfolio Solutions, LLC: MBB position timeline

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

Orion Portfolio Solutions, LLC held 146,188 MBB 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 146,188 shares
    Change vs previous 13F +28,341 shares

    0.13% of the 13F portfolio, value $13,709,481.

    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 117,847 shares
    Change vs previous 13F -61,718 shares

    0.11% of the 13F portfolio, value $10,804,247.

    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 179,565 shares
    Change vs previous 13F +68,798 shares

    0.17% of the 13F portfolio, value $17,204,126.

    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 110,767 shares
    Change vs previous 13F +4,829 shares

    0.11% of the 13F portfolio, value $10,169,496.

    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 105,938 shares
    Change vs previous 13F +5,428 shares

    0.1% of the 13F portfolio, value $9,790,778.

    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 100,510 shares
    Change vs previous 13F +7,294 shares

    0.11% of the 13F portfolio, value $9,387,647.

    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 93,216 shares
    Change vs previous 13F -42,219 shares

    0.1% of the 13F portfolio, value $8,277,638.

    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 135,435 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $12,631,366.

    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).