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
- period ended2025-03-3113F/A 566,331 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 726,230 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 653,865 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 637,583 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 552,663 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 544,298 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 525,889 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 535,063 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).