Skip to content
Disclosery

Orion Porfolio Solutions, LLC: AGG position timeline

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

Orion Porfolio Solutions, LLC held 1,088,029 AGG 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 1,088,029 shares
    Change vs previous 13F +45,121 shares

    0.82% of the 13F portfolio, value $107,693,087.

    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 1,042,908 shares
    Change vs previous 13F -138,538 shares

    0.88% of the 13F portfolio, value $103,529,478.

    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 1,181,446 shares
    Change vs previous 13F +71,054 shares

    0.87% of the 13F portfolio, value $118,002,876.

    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 1,110,392 shares
    Change vs previous 13F +180,075 shares

    0.86% of the 13F portfolio, value $111,316,828.

    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 930,317 shares
    Change vs previous 13F +195,142 shares

    0.79% of the 13F portfolio, value $92,287,400.

    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 735,175 shares
    Change vs previous 13F +28,800 shares

    0.71% of the 13F portfolio, value $72,723,484.

    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 706,375 shares
    Change vs previous 13F -314,352 shares

    0.68% of the 13F portfolio, value $68,447,716.

    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 1,020,727 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $103,369,056.

    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).