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Orion Portfolio Solutions, LLC: OMC position timeline

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

Orion Portfolio Solutions, LLC held 30,422 OMC 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 30,422 shares
    Change vs previous 13F +25,262 shares

    0.02% of the 13F portfolio, value $2,522,313.

    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 5,160 shares
    Change vs previous 13F -20,582 shares

    <0.01% of the 13F portfolio, value $443,945.

    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 25,742 shares
    Change vs previous 13F -1,065 shares

    0.03% of the 13F portfolio, value $2,661,481.

    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 26,807 shares
    Change vs previous 13F +250 shares

    0.03% of the 13F portfolio, value $2,404,584.

    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 26,557 shares
    Change vs previous 13F -2,902 shares

    0.03% of the 13F portfolio, value $2,569,657.

    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 29,459 shares
    Change vs previous 13F -1,852 shares

    0.03% of the 13F portfolio, value $2,598,852.

    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 31,311 shares
    Change vs previous 13F -410 shares

    0.03% of the 13F portfolio, value $2,332,085.

    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 31,721 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,018,305.

    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).