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Orion Portfolio Solutions, LLC: MOH position timeline

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

Orion Portfolio Solutions, LLC held 2,035 MOH 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 2,035 shares
    Change vs previous 13F -1,494 shares

    0.01% of the 13F portfolio, value $670,309.

    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 3,529 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $1,027,116.

    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 3,512 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $1,210,095.

    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 3,658 shares
    Change vs previous 13F +69 shares

    0.01% of the 13F portfolio, value $1,087,523.

    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 3,589 shares
    Change vs previous 13F -9,349 shares

    0.02% of the 13F portfolio, value $1,474,469.

    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 12,938 shares
    Change vs previous 13F -3,564 shares

    0.06% of the 13F portfolio, value $4,887,588.

    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 16,502 shares
    Change vs previous 13F +330 shares

    0.07% of the 13F portfolio, value $5,410,841.

    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 16,172 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,871,653.

    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).