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Orion Portfolio Solutions, LLC: MX position timeline

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

Orion Portfolio Solutions, LLC held 165,372 MX 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 165,372 shares
    Change vs previous 13F +100,515 shares

    0.01% of the 13F portfolio, value $567,226.

    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 64,857 shares
    Change vs previous 13F -63,697 shares

    <0.01% of the 13F portfolio, value $260,725.

    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 128,554 shares
    Change vs previous 13F +12,711 shares

    0.01% of the 13F portfolio, value $600,347.

    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 115,843 shares
    Change vs previous 13F +42,975 shares

    0.01% of the 13F portfolio, value $564,155.

    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 72,868 shares
    Change vs previous 13F +15,962 shares

    <0.01% of the 13F portfolio, value $406,603.

    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 56,906 shares
    Change vs previous 13F -20,197 shares

    <0.01% of the 13F portfolio, value $418,259.

    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 77,103 shares
    Change vs previous 13F +4,150 shares

    0.01% of the 13F portfolio, value $640,726.

    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 72,953 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $815,615.

    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).