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Orion Portfolio Solutions, LLC: TMO position timeline

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

Orion Portfolio Solutions, LLC held 42,017 TMO 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 42,017 shares
    Change vs previous 13F -922 shares

    0.2% of the 13F portfolio, value $20,907,847.

    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 42,939 shares
    Change vs previous 13F -85 shares

    0.22% of the 13F portfolio, value $22,338,031.

    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 43,024 shares
    Change vs previous 13F -1,476 shares

    0.27% of the 13F portfolio, value $26,613,719.

    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 44,500 shares
    Change vs previous 13F -2,397 shares

    0.26% of the 13F portfolio, value $24,608,573.

    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 46,897 shares
    Change vs previous 13F +3,362 shares

    0.29% of the 13F portfolio, value $27,257,192.

    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 43,535 shares
    Change vs previous 13F -10,689 shares

    0.27% of the 13F portfolio, value $23,568,804.

    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 54,224 shares
    Change vs previous 13F -2,636 shares

    0.33% of the 13F portfolio, value $27,446,666.

    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 56,860 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $25,336,406.

    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).