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
- period ended2025-03-3113F/A 146,188 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 117,847 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 179,565 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 110,767 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 105,938 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 100,510 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 93,216 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 135,435 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).