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Orion Portfolio Solutions, LLC: MRSH position timeline

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

Orion Portfolio Solutions, LLC held 55,104 MRSH 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 55,104 shares
    Change vs previous 13F +2,060 shares

    0.13% of the 13F portfolio, value $13,447,174.

    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 53,044 shares
    Change vs previous 13F -209 shares

    0.11% of the 13F portfolio, value $11,267,185.

    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 53,253 shares
    Change vs previous 13F -2,693 shares

    0.12% of the 13F portfolio, value $11,880,336.

    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 55,946 shares
    Change vs previous 13F -1,071 shares

    0.12% of the 13F portfolio, value $11,788,903.

    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 57,017 shares
    Change vs previous 13F -1,853 shares

    0.13% of the 13F portfolio, value $11,744,459.

    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 58,870 shares
    Change vs previous 13F -1,355 shares

    0.13% of the 13F portfolio, value $11,279,373.

    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 60,225 shares
    Change vs previous 13F -4,697 shares

    0.14% of the 13F portfolio, value $11,460,888.

    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 64,922 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $12,210,813.

    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).