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Orion Portfolio Solutions, LLC: MSI position timeline

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

Orion Portfolio Solutions, LLC held 9,610 MSI 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 9,610 shares
    Change vs previous 13F +1,015 shares

    0.04% of the 13F portfolio, value $4,207,310.

    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 8,595 shares
    Change vs previous 13F -4,117 shares

    0.04% of the 13F portfolio, value $3,973,115.

    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 12,712 shares
    Change vs previous 13F -702 shares

    0.06% of the 13F portfolio, value $5,715,820.

    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 13,414 shares
    Change vs previous 13F -1,002 shares

    0.05% of the 13F portfolio, value $5,178,605.

    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 14,416 shares
    Change vs previous 13F -3,172 shares

    0.05% of the 13F portfolio, value $5,117,465.

    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 17,588 shares
    Change vs previous 13F -2,075 shares

    0.06% of the 13F portfolio, value $5,502,579.

    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 19,663 shares
    Change vs previous 13F -986 shares

    0.06% of the 13F portfolio, value $5,353,019.

    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 20,649 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,055,969.

    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).