Orion Portfolio Solutions, LLC: SMOT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on SMOT, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 0 SMOT shares at 2024-12-31 per its 13F-HR filed 2025-02-12.
the latest 13F is the newest step
- period ended2024-12-3113F 0 sharesChange vs previous 13F -11,667 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 11,667 sharesChange vs previous 13F -659 shares
<0.01% of the 13F portfolio, value $408,695.
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 12,326 sharesChange vs previous 13F -1,065 shares
<0.01% of the 13F portfolio, value $393,939.
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 13,391 sharesChange vs previous 13F -35,671 shares
<0.01% of the 13F portfolio, value $456,767.
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 49,062 sharesChange vs previous 13F +1,026 shares
0.02% of the 13F portfolio, value $1,524,356.
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 48,036 sharesChange vs previous 13F +391 shares
0.02% of the 13F portfolio, value $1,365,424.
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 47,645 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,426,968.
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).