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Orion Portfolio Solutions, LLC: NMR position timeline

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

Orion Portfolio Solutions, LLC held 49,019 NMR 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 49,019 shares
    Change vs previous 13F +3,982 shares

    <0.01% of the 13F portfolio, value $301,465.

    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 45,037 shares
    Change vs previous 13F +7,572 shares

    <0.01% of the 13F portfolio, value $260,763.

    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 37,465 shares
    Change vs previous 13F -7,245 shares

    <0.01% of the 13F portfolio, value $195,567.

    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 44,710 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $258,424.

    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 44,612 shares
    Change vs previous 13F +9,968 shares

    <0.01% of the 13F portfolio, value $286,409.

    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 34,644 shares
    Change vs previous 13F +9,433 shares

    <0.01% of the 13F portfolio, value $163,517.

    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 25,211 shares
    Change vs previous 13F -625 shares

    <0.01% of the 13F portfolio, value $101,348.

    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 25,836 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $98,952.

    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).