Orion Portfolio Solutions, LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on MO, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 156,357 MO 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 156,357 sharesChange vs previous 13F +11,401 shares
0.09% of the 13F portfolio, value $9,384,533.
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 144,956 sharesChange vs previous 13F +7,498 shares
0.08% of the 13F portfolio, value $7,579,729.
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 137,458 sharesChange vs previous 13F -2,517 shares
0.07% of the 13F portfolio, value $7,015,861.
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 139,975 sharesChange vs previous 13F -8,050 shares
0.07% of the 13F portfolio, value $6,375,846.
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 148,025 sharesChange vs previous 13F -14,090 shares
0.07% of the 13F portfolio, value $6,456,836.
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 162,115 sharesChange vs previous 13F -16,720 shares
0.08% of the 13F portfolio, value $6,794,217.
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 178,835 sharesChange vs previous 13F -16,310 shares
0.09% of the 13F portfolio, value $7,520,037.
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 195,145 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $8,840,046.
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).