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Orion Porfolio Solutions, LLC: ASO position timeline

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

Orion Porfolio Solutions, LLC held 24,244 ASO 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 24,244 shares
    Change vs previous 13F -11,200 shares

    0.01% of the 13F portfolio, value $1,142,624.

    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 35,444 shares
    Change vs previous 13F +2,194 shares

    0.02% of the 13F portfolio, value $2,000,819.

    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 33,250 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $1,661,148.

    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 33,245 shares
    Change vs previous 13F -453 shares

    0.01% of the 13F portfolio, value $1,662,939.

    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 33,698 shares
    Change vs previous 13F -8,925 shares

    0.01% of the 13F portfolio, value $1,510,006.

    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 42,623 shares
    Change vs previous 13F +1,951 shares

    0.02% of the 13F portfolio, value $1,944,036.

    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 40,672 shares
    Change vs previous 13F -2,870 shares

    0.02% of the 13F portfolio, value $2,339,884.

    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 43,542 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,541,126.

    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).