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Orion Portfolio Solutions, LLC: VTMX position timeline

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

Orion Portfolio Solutions, LLC held 17,084 VTMX 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 17,084 shares
    Change vs previous 13F +2,072 shares

    <0.01% of the 13F portfolio, value $389,694.

    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 15,012 shares
    Change vs previous 13F -2,115 shares

    <0.01% of the 13F portfolio, value $384,312.

    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 17,127 shares
    Change vs previous 13F +526 shares

    <0.01% of the 13F portfolio, value $461,413.

    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 16,601 shares
    Change vs previous 13F -225 shares

    0.01% of the 13F portfolio, value $497,873.

    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 16,826 shares
    Change vs previous 13F +510 shares

    0.01% of the 13F portfolio, value $660,260.

    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 16,316 shares
    Change vs previous 13F +3,596 shares

    0.01% of the 13F portfolio, value $635,024.

    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 12,720 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $418,108.

    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).