Orion Portfolio Solutions, LLC: TM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on TM, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 17,862 TM 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 17,862 sharesChange vs previous 13F +992 shares
0.03% of the 13F portfolio, value $3,153,155.
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 16,870 sharesChange vs previous 13F +1,341 shares
0.03% of the 13F portfolio, value $3,283,044.
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 15,529 sharesChange vs previous 13F +393 shares
0.03% of the 13F portfolio, value $2,773,025.
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 15,136 sharesChange vs previous 13F -51 shares
0.03% of the 13F portfolio, value $3,102,346.
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 15,187 sharesChange vs previous 13F +1,824 shares
0.04% of the 13F portfolio, value $3,822,311.
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 13,363 sharesChange vs previous 13F -724 shares
0.03% of the 13F portfolio, value $2,510,736.
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 14,087 sharesChange vs previous 13F +3,083 shares
0.03% of the 13F portfolio, value $2,532,167.
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 11,004 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,768,918.
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).