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Orion Porfolio Solutions, LLC: APAM position timeline

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

Orion Porfolio Solutions, LLC held 60,193 APAM 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 60,193 shares
    Change vs previous 13F +667 shares

    0.02% of the 13F portfolio, value $2,078,474.

    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 59,526 shares
    Change vs previous 13F -8,457 shares

    0.02% of the 13F portfolio, value $2,166,146.

    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 67,983 shares
    Change vs previous 13F -373 shares

    0.02% of the 13F portfolio, value $2,769,620.

    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 68,356 shares
    Change vs previous 13F +2,854 shares

    0.02% of the 13F portfolio, value $2,966,675.

    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 65,502 shares
    Change vs previous 13F +4,273 shares

    0.02% of the 13F portfolio, value $2,903,696.

    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 61,229 shares
    Change vs previous 13F -923 shares

    0.02% of the 13F portfolio, value $2,394,057.

    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 62,152 shares
    Change vs previous 13F +5,913 shares

    0.03% of the 13F portfolio, value $2,675,617.

    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 56,239 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,436,300.

    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).