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Orion Porfolio Solutions, LLC: DEM position timeline

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

Orion Porfolio Solutions, LLC held 90,403 DEM 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 90,403 shares
    Change vs previous 13F -7,024 shares

    0.04% of the 13F portfolio, value $4,862,780.

    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 97,427 shares
    Change vs previous 13F +384 shares

    0.04% of the 13F portfolio, value $4,841,127.

    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 97,043 shares
    Change vs previous 13F -12,293 shares

    0.03% of the 13F portfolio, value $4,532,911.

    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 109,336 shares
    Change vs previous 13F +234 shares

    0.04% of the 13F portfolio, value $5,028,402.

    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 109,102 shares
    Change vs previous 13F -8,174 shares

    0.04% of the 13F portfolio, value $4,941,233.

    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 117,276 shares
    Change vs previous 13F -7,863 shares

    0.05% of the 13F portfolio, value $4,934,973.

    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 125,139 shares
    Change vs previous 13F -5,053 shares

    0.05% of the 13F portfolio, value $5,066,901.

    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 130,192 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,729,753.

    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).