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Orion Portfolio Solutions, LLC: MUB position timeline

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

Orion Portfolio Solutions, LLC held 566,331 MUB 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 566,331 shares
    Change vs previous 13F -159,899 shares

    0.59% of the 13F portfolio, value $59,714,006.

    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 726,230 shares
    Change vs previous 13F +72,365 shares

    0.77% of the 13F portfolio, value $77,379,847.

    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 653,865 shares
    Change vs previous 13F +16,282 shares

    0.71% of the 13F portfolio, value $71,029,269.

    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 637,583 shares
    Change vs previous 13F +84,920 shares

    0.72% of the 13F portfolio, value $67,934,517.

    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 552,663 shares
    Change vs previous 13F +8,365 shares

    0.64% of the 13F portfolio, value $59,466,554.

    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 544,298 shares
    Change vs previous 13F +18,409 shares

    0.69% of the 13F portfolio, value $59,029,158.

    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 525,889 shares
    Change vs previous 13F -9,174 shares

    0.65% of the 13F portfolio, value $53,924,615.

    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 535,063 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $57,107,266.

    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).