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Orion Portfolio Solutions, LLC: MZTI position timeline

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

Orion Portfolio Solutions, LLC held 8,918 MZTI 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 8,918 shares
    Change vs previous 13F +333 shares

    0.02% of the 13F portfolio, value $1,560,569.

    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 8,585 shares
    Change vs previous 13F -340 shares

    0.01% of the 13F portfolio, value $1,486,356.

    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 8,925 shares
    Change vs previous 13F -568 shares

    0.02% of the 13F portfolio, value $1,575,884.

    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 9,493 shares
    Change vs previous 13F -1,018 shares

    0.02% of the 13F portfolio, value $1,793,867.

    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 10,511 shares
    Change vs previous 13F -341 shares

    0.02% of the 13F portfolio, value $2,182,372.

    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 10,852 shares
    Change vs previous 13F -633 shares

    0.02% of the 13F portfolio, value $1,783,613.

    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 11,485 shares
    Change vs previous 13F +893 shares

    0.02% of the 13F portfolio, value $1,895,348.

    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 10,592 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,129,979.

    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).