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Orion Porfolio Solutions, LLC: DFEM position timeline

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

Orion Porfolio Solutions, LLC held 219,704 DFEM 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 219,704 shares
    Change vs previous 13F +964 shares

    0.07% of the 13F portfolio, value $8,928,782.

    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 218,740 shares
    Change vs previous 13F +4,526 shares

    0.06% of the 13F portfolio, value $7,557,468.

    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 214,214 shares
    Change vs previous 13F +3,512 shares

    0.05% of the 13F portfolio, value $7,086,197.

    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 210,702 shares
    Change vs previous 13F +9,684 shares

    0.05% of the 13F portfolio, value $6,757,209.

    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 201,018 shares
    Change vs previous 13F +83,103 shares

    0.05% of the 13F portfolio, value $5,966,220.

    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 117,915 shares
    Change vs previous 13F +7,752 shares

    0.03% of the 13F portfolio, value $3,120,032.

    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 110,163 shares
    Change vs previous 13F +17,081 shares

    0.03% of the 13F portfolio, value $2,885,177.

    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 93,082 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,620,262.

    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).