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Orion Porfolio Solutions, LLC: ADI position timeline

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

Orion Porfolio Solutions, LLC held 35,836 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,836 shares
    Change vs previous 13F +390 shares

    0.11% of the 13F portfolio, value $14,232,951.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio 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 ended2026-03-31
    13F 35,446 shares
    Change vs previous 13F -3,347 shares

    0.1% of the 13F portfolio, value $11,276,925.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio 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 ended2025-12-31
    13F 38,793 shares
    Change vs previous 13F -4,107 shares

    0.08% of the 13F portfolio, value $10,520,745.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio 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 ended2025-09-30
    13F 42,900 shares
    Change vs previous 13F -4,674 shares

    0.08% of the 13F portfolio, value $10,540,574.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio 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 ended2025-06-30
    13F/A 47,574 shares
    Change vs previous 13F -2,705 shares

    0.1% of the 13F portfolio, value $11,323,511.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio 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 ended2025-03-31
    13F 50,279 shares
    Change vs previous 13F +2,083 shares

    0.1% of the 13F portfolio, value $10,139,698.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio 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 ended2024-12-31
    13F 48,196 shares
    Change vs previous 13F +4,339 shares

    0.1% of the 13F portfolio, value $10,239,849.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio 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 ended2024-09-30
    13F 43,857 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,094,584.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).