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Orion Portfolio Solutions, LLC: MNDY position timeline

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

Orion Portfolio Solutions, LLC held 1,555 MNDY 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 1,555 shares
    Change vs previous 13F +266 shares

    <0.01% of the 13F portfolio, value $378,114.

    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 1,289 shares
    Change vs previous 13F +214 shares

    <0.01% of the 13F portfolio, value $303,482.

    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 1,075 shares
    Change vs previous 13F -5,581 shares

    <0.01% of the 13F portfolio, value $298,603.

    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 6,656 shares
    Change vs previous 13F +550 shares

    0.02% of the 13F portfolio, value $1,602,499.

    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 6,106 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,379,162.

    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).