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Orion Portfolio Solutions, LLC: SMH position timeline

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

Orion Portfolio Solutions, LLC held 42,760 SMH 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 42,760 shares
    Change vs previous 13F +10,943 shares

    0.09% of the 13F portfolio, value $9,042,534.

    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 31,817 shares
    Change vs previous 13F +23,262 shares

    0.08% of the 13F portfolio, value $7,705,199.

    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 8,555 shares
    Change vs previous 13F +2,913 shares

    0.02% of the 13F portfolio, value $2,099,724.

    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 5,642 shares
    Change vs previous 13F +1,791 shares

    0.02% of the 13F portfolio, value $1,470,950.

    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 3,851 shares
    Change vs previous 13F +2,596 shares

    0.01% of the 13F portfolio, value $866,361.

    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 1,255 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,817.

    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).