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Orion Portfolio Solutions, LLC: MCFT position timeline

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

Orion Portfolio Solutions, LLC held 48,874 MCFT 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 48,874 shares
    Change vs previous 13F -3,356 shares

    0.01% of the 13F portfolio, value $841,610.

    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 52,230 shares
    Change vs previous 13F -597 shares

    0.01% of the 13F portfolio, value $996,026.

    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 52,827 shares
    Change vs previous 13F -3,365 shares

    0.01% of the 13F portfolio, value $961,980.

    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 56,192 shares
    Change vs previous 13F +10,206 shares

    0.01% of the 13F portfolio, value $1,060,905.

    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 45,986 shares
    Change vs previous 13F +3,855 shares

    0.01% of the 13F portfolio, value $1,090,788.

    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 42,131 shares
    Change vs previous 13F -4,285 shares

    0.01% of the 13F portfolio, value $932,780.

    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 46,416 shares
    Change vs previous 13F +875 shares

    0.01% of the 13F portfolio, value $1,031,364.

    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 45,541 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,395,832.

    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).