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Orion Portfolio Solutions, LLC: MSM position timeline

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

Orion Portfolio Solutions, LLC held 40,632 MSM 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 40,632 shares
    Change vs previous 13F +2,021 shares

    0.03% of the 13F portfolio, value $3,155,868.

    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 38,611 shares
    Change vs previous 13F +166 shares

    0.03% of the 13F portfolio, value $2,883,884.

    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 38,445 shares
    Change vs previous 13F -1,284 shares

    0.03% of the 13F portfolio, value $3,308,527.

    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 39,729 shares
    Change vs previous 13F +19,951 shares

    0.03% of the 13F portfolio, value $3,150,938.

    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 19,778 shares
    Change vs previous 13F -2,673 shares

    0.02% of the 13F portfolio, value $1,919,283.

    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 22,451 shares
    Change vs previous 13F -17,002 shares

    0.02% of the 13F portfolio, value $2,146,775.

    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 39,453 shares
    Change vs previous 13F -2,289 shares

    0.05% of the 13F portfolio, value $3,872,273.

    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 41,742 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,977,176.

    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).