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Orion Portfolio Solutions, LLC: SIMO position timeline

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

Orion Portfolio Solutions, LLC held 17,574 SIMO 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 17,574 shares
    Change vs previous 13F +1,484 shares

    0.01% of the 13F portfolio, value $888,555.

    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 16,090 shares
    Change vs previous 13F +7,840 shares

    0.01% of the 13F portfolio, value $869,673.

    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 8,250 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $501,132.

    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 8,246 shares
    Change vs previous 13F -376 shares

    0.01% of the 13F portfolio, value $667,848.

    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 8,622 shares
    Change vs previous 13F +1,112 shares

    0.01% of the 13F portfolio, value $663,357.

    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 7,510 shares
    Change vs previous 13F +2,543 shares

    0.01% of the 13F portfolio, value $487,726.

    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 4,967 shares
    Change vs previous 13F -13,700 shares

    <0.01% of the 13F portfolio, value $254,568.

    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 18,667 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,341,423.

    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).