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Orion Porfolio Solutions, LLC: AIZ position timeline

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

Orion Porfolio Solutions, LLC held 12,397 AIZ 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 12,397 shares
    Change vs previous 13F -1,137 shares

    0.03% of the 13F portfolio, value $3,328,936.

    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 13,534 shares
    Change vs previous 13F -1,710 shares

    0.03% of the 13F portfolio, value $2,947,933.

    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 15,244 shares
    Change vs previous 13F +67 shares

    0.03% of the 13F portfolio, value $3,671,628.

    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 15,177 shares
    Change vs previous 13F +1,794 shares

    0.03% of the 13F portfolio, value $3,287,326.

    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 13,383 shares
    Change vs previous 13F +2,351 shares

    0.02% of the 13F portfolio, value $2,643,090.

    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 11,032 shares
    Change vs previous 13F +1,477 shares

    0.02% of the 13F portfolio, value $2,314,016.

    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 9,555 shares
    Change vs previous 13F +4,123 shares

    0.02% of the 13F portfolio, value $2,037,382.

    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 5,432 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,080,214.

    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).