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Orion Portfolio Solutions, LLC: MUFG position timeline

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

Orion Portfolio Solutions, LLC held 425,497 MUFG 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 425,497 shares
    Change vs previous 13F +35,807 shares

    0.06% of the 13F portfolio, value $5,799,520.

    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 389,690 shares
    Change vs previous 13F +137,224 shares

    0.05% of the 13F portfolio, value $4,567,163.

    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 252,466 shares
    Change vs previous 13F -46,068 shares

    0.03% of the 13F portfolio, value $2,570,104.

    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 298,534 shares
    Change vs previous 13F +16,257 shares

    0.03% of the 13F portfolio, value $3,224,172.

    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 282,277 shares
    Change vs previous 13F -9,420 shares

    0.03% of the 13F portfolio, value $2,887,694.

    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 291,697 shares
    Change vs previous 13F -10,968 shares

    0.03% of the 13F portfolio, value $2,593,184.

    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 302,665 shares
    Change vs previous 13F -16,317 shares

    0.03% of the 13F portfolio, value $2,569,625.

    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 318,982 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,350,897.

    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).