Skip to content
Disclosery

Orion Porfolio Solutions, LLC: CFR position timeline

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

Orion Porfolio Solutions, LLC held 20,413 CFR 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 20,413 shares
    Change vs previous 13F -165 shares

    0.02% of the 13F portfolio, value $3,154,147.

    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 20,578 shares
    Change vs previous 13F -914 shares

    0.02% of the 13F portfolio, value $2,820,847.

    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 21,492 shares
    Change vs previous 13F -3,148 shares

    0.02% of the 13F portfolio, value $2,721,542.

    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 24,640 shares
    Change vs previous 13F +10,335 shares

    0.02% of the 13F portfolio, value $3,123,642.

    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 14,305 shares
    Change vs previous 13F -167 shares

    0.02% of the 13F portfolio, value $1,838,739.

    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 14,472 shares
    Change vs previous 13F +156 shares

    0.02% of the 13F portfolio, value $1,811,935.

    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 14,316 shares
    Change vs previous 13F +7,750 shares

    0.02% of the 13F portfolio, value $1,921,960.

    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 6,566 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $734,494.

    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).