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Orion Portfolio Solutions, LLC: MTUM position timeline

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

Orion Portfolio Solutions, LLC held 26,283 MTUM 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 26,283 shares
    Change vs previous 13F +594 shares

    0.05% of the 13F portfolio, value $5,312,541.

    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 25,689 shares
    Change vs previous 13F +22,657 shares

    0.05% of the 13F portfolio, value $5,315,577.

    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 3,032 shares
    Change vs previous 13F +456 shares

    0.01% of the 13F portfolio, value $614,763.

    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 2,576 shares
    Change vs previous 13F -97,051 shares

    0.01% of the 13F portfolio, value $501,956.

    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 99,627 shares
    Change vs previous 13F +68,728 shares

    0.2% of the 13F portfolio, value $18,665,022.

    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 30,899 shares
    Change vs previous 13F +4,822 shares

    0.06% of the 13F portfolio, value $4,827,883.

    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 26,077 shares
    Change vs previous 13F -11,520 shares

    0.04% of the 13F portfolio, value $3,642,842.

    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 37,597 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,423,387.

    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).