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Orion Portfolio Solutions, LLC: MSCI position timeline

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

Orion Portfolio Solutions, LLC held 11,447 MSCI 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 11,447 shares
    Change vs previous 13F -13,672 shares

    0.06% of the 13F portfolio, value $6,473,199.

    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 25,119 shares
    Change vs previous 13F -2,486 shares

    0.15% of the 13F portfolio, value $15,071,988.

    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 27,605 shares
    Change vs previous 13F -2,256 shares

    0.16% of the 13F portfolio, value $16,091,454.

    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 29,861 shares
    Change vs previous 13F -483 shares

    0.15% of the 13F portfolio, value $14,385,595.

    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 30,344 shares
    Change vs previous 13F -798 shares

    0.18% of the 13F portfolio, value $17,006,565.

    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 31,142 shares
    Change vs previous 13F -2,178 shares

    0.2% of the 13F portfolio, value $16,914,892.

    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 33,320 shares
    Change vs previous 13F -1,209 shares

    0.21% of the 13F portfolio, value $17,095,580.

    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 34,529 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $16,204,221.

    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).