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Orion Portfolio Solutions, LLC: MKTX position timeline

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

Orion Portfolio Solutions, LLC held 4,134 MKTX 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 4,134 shares
    Change vs previous 13F +718 shares

    0.01% of the 13F portfolio, value $894,314.

    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 3,416 shares
    Change vs previous 13F +117 shares

    0.01% of the 13F portfolio, value $772,195.

    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 3,299 shares
    Change vs previous 13F -162 shares

    0.01% of the 13F portfolio, value $845,219.

    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 3,461 shares
    Change vs previous 13F -247 shares

    0.01% of the 13F portfolio, value $694,037.

    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 3,708 shares
    Change vs previous 13F -5,540 shares

    0.01% of the 13F portfolio, value $812,982.

    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 9,248 shares
    Change vs previous 13F -2,194 shares

    0.03% of the 13F portfolio, value $2,566,144.

    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 11,442 shares
    Change vs previous 13F +7,387 shares

    0.03% of the 13F portfolio, value $2,444,472.

    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 4,055 shares
    Change vs previous 13F not available

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

    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).