Orion Portfolio Solutions, LLC: MC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on MC, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 41,133 MC 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 41,133 sharesChange vs previous 13F +5,563 shares
0.02% of the 13F portfolio, value $2,400,536.
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 35,570 sharesChange vs previous 13F -2,467 shares
0.03% of the 13F portfolio, value $2,627,879.
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 38,037 sharesChange vs previous 13F -2,224 shares
0.03% of the 13F portfolio, value $2,605,910.
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 40,261 sharesChange vs previous 13F -3,599 shares
0.02% of the 13F portfolio, value $2,289,249.
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 43,860 sharesChange vs previous 13F -1,969 shares
0.03% of the 13F portfolio, value $2,489,953.
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 45,829 sharesChange vs previous 13F -2,830 shares
0.03% of the 13F portfolio, value $2,570,532.
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 48,659 sharesChange vs previous 13F -4,297 shares
0.03% of the 13F portfolio, value $2,195,988.
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 52,956 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,401,037.
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).