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Orion Porfolio Solutions, LLC: D position timeline

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

Orion Porfolio Solutions, LLC held 217,259 D 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 217,259 shares
    Change vs previous 13F -12,805 shares

    0.11% of the 13F portfolio, value $14,836,626.

    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 230,064 shares
    Change vs previous 13F -3,695 shares

    0.12% of the 13F portfolio, value $14,222,556.

    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 233,759 shares
    Change vs previous 13F -7,571 shares

    0.1% of the 13F portfolio, value $13,695,916.

    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 241,330 shares
    Change vs previous 13F +3,039 shares

    0.11% of the 13F portfolio, value $14,762,146.

    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 238,291 shares
    Change vs previous 13F +24,338 shares

    0.11% of the 13F portfolio, value $13,468,215.

    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 213,953 shares
    Change vs previous 13F -4,653 shares

    0.12% of the 13F portfolio, value $11,996,318.

    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 218,606 shares
    Change vs previous 13F +14,398 shares

    0.12% of the 13F portfolio, value $11,774,148.

    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 204,208 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,801,179.

    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).