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Orion Portfolio Solutions, LLC: SM position timeline

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

Orion Portfolio Solutions, LLC held 8,271 SM 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 8,271 shares
    Change vs previous 13F -1,010 shares

    <0.01% of the 13F portfolio, value $247,726.

    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 9,281 shares
    Change vs previous 13F -5,568 shares

    <0.01% of the 13F portfolio, value $359,744.

    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 14,849 shares
    Change vs previous 13F -13,353 shares

    0.01% of the 13F portfolio, value $593,528.

    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 28,202 shares
    Change vs previous 13F -2,516 shares

    0.01% of the 13F portfolio, value $1,219,169.

    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 30,718 shares
    Change vs previous 13F -7,125 shares

    0.02% of the 13F portfolio, value $1,531,333.

    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 37,843 shares
    Change vs previous 13F +6,133 shares

    0.02% of the 13F portfolio, value $1,445,250.

    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 31,710 shares
    Change vs previous 13F -13,634 shares

    0.02% of the 13F portfolio, value $1,257,313.

    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 45,344 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,434,239.

    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).