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Orion Porfolio Solutions, LLC: B position timeline

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

Orion Porfolio Solutions, LLC held 56,518 B 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 56,518 shares
    Change vs previous 13F -37,089 shares

    0.02% of the 13F portfolio, value $2,075,879.

    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 93,607 shares
    Change vs previous 13F -5,051 shares

    0.03% of the 13F portfolio, value $3,818,230.

    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 98,658 shares
    Change vs previous 13F +6,567 shares

    0.03% of the 13F portfolio, value $4,296,551.

    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 92,091 shares
    Change vs previous 13F +19,354 shares

    0.02% of the 13F portfolio, value $3,017,816.

    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 72,737 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,514,383.

    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).