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Orion Portfolio Solutions, LLC: MBC position timeline

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

Orion Portfolio Solutions, LLC held 10,773 MBC 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 10,773 shares
    Change vs previous 13F -414 shares

    <0.01% of the 13F portfolio, value $140,695.

    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 11,187 shares
    Change vs previous 13F -3,306 shares

    <0.01% of the 13F portfolio, value $163,442.

    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 14,493 shares
    Change vs previous 13F -758 shares

    <0.01% of the 13F portfolio, value $268,700.

    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 15,251 shares
    Change vs previous 13F -847 shares

    <0.01% of the 13F portfolio, value $223,885.

    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 16,098 shares
    Change vs previous 13F +1,531 shares

    <0.01% of the 13F portfolio, value $301,677.

    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 14,567 shares
    Change vs previous 13F +1,913 shares

    <0.01% of the 13F portfolio, value $214,135.

    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 12,654 shares
    Change vs previous 13F -375 shares

    <0.01% of the 13F portfolio, value $153,746.

    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 13,029 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $151,527.

    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).