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
- period ended2025-03-3113F/A 26,283 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,689 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,032 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,576 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 99,627 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 30,899 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 26,077 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 37,597 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).