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Orion Porfolio Solutions, LLC: DFIC position timeline

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

Orion Porfolio Solutions, LLC held 510,937 DFIC 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 510,937 shares
    Change vs previous 13F +25,009 shares

    0.15% of the 13F portfolio, value $19,037,513.

    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 485,928 shares
    Change vs previous 13F -19,799 shares

    0.15% of the 13F portfolio, value $17,265,019.

    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 505,727 shares
    Change vs previous 13F -12,861 shares

    0.13% of the 13F portfolio, value $17,427,344.

    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 518,588 shares
    Change vs previous 13F +24,323 shares

    0.13% of the 13F portfolio, value $17,004,486.

    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 494,265 shares
    Change vs previous 13F +228,577 shares

    0.13% of the 13F portfolio, value $15,366,696.

    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 265,688 shares
    Change vs previous 13F +39,712 shares

    0.07% of the 13F portfolio, value $7,378,148.

    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 225,976 shares
    Change vs previous 13F +20,216 shares

    0.06% of the 13F portfolio, value $5,840,352.

    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 205,760 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,790,098.

    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).