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Orion Portfolio Solutions, LLC: SPYM position timeline

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

Orion Portfolio Solutions, LLC held 273,770 SPYM 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 273,770 shares
    Change vs previous 13F +289 shares

    0.18% of the 13F portfolio, value $18,003,096.

    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 273,481 shares
    Change vs previous 13F +53,674 shares

    0.19% of the 13F portfolio, value $18,853,762.

    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 219,807 shares
    Change vs previous 13F +846 shares

    0.15% of the 13F portfolio, value $14,839,190.

    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 218,961 shares
    Change vs previous 13F +25,177 shares

    0.15% of the 13F portfolio, value $14,013,530.

    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 193,784 shares
    Change vs previous 13F -63,376 shares

    0.13% of the 13F portfolio, value $11,923,541.

    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 257,160 shares
    Change vs previous 13F +108,287 shares

    0.17% of the 13F portfolio, value $14,354,657.

    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 148,873 shares
    Change vs previous 13F -10,848 shares

    0.09% of the 13F portfolio, value $7,482,335.

    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 159,721 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,323,061.

    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).