Orion Portfolio Solutions, LLC: SMMU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on SMMU, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 31,560 SMMU shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 31,560 sharesChange vs previous 13F -1,129 shares
0.02% of the 13F portfolio, value $1,578,631.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,689 sharesChange vs previous 13F -7,501 shares
0.02% of the 13F portfolio, value $1,629,220.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 40,190 sharesChange vs previous 13F -3,061 shares
0.02% of the 13F portfolio, value $2,029,596.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 43,251 sharesChange vs previous 13F -1,460 shares
0.02% of the 13F portfolio, value $2,156,915.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 44,711 sharesChange vs previous 13F -22,692 shares
0.02% of the 13F portfolio, value $2,231,079.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 67,403 sharesChange vs previous 13F -5,498 shares
0.04% of the 13F portfolio, value $3,374,196.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 72,901 sharesChange vs previous 13F -65,488 shares
0.04% of the 13F portfolio, value $3,568,498.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 138,389 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $6,854,366.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).