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Orion Porfolio Solutions, LLC: DFIS position timeline

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

Orion Porfolio Solutions, LLC held 32,053 DFIS 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 32,053 shares
    Change vs previous 13F -4,628 shares

    0.01% of the 13F portfolio, value $1,122,818.

    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 36,681 shares
    Change vs previous 13F -11,772 shares

    0.01% of the 13F portfolio, value $1,235,058.

    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 48,453 shares
    Change vs previous 13F -11,292 shares

    0.01% of the 13F portfolio, value $1,596,041.

    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 59,745 shares
    Change vs previous 13F -34,196 shares

    0.01% of the 13F portfolio, value $1,889,727.

    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 93,941 shares
    Change vs previous 13F +16,260 shares

    0.02% of the 13F portfolio, value $2,803,204.

    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 77,681 shares
    Change vs previous 13F -14,774 shares

    0.02% of the 13F portfolio, value $2,007,289.

    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 92,455 shares
    Change vs previous 13F +397 shares

    0.02% of the 13F portfolio, value $2,270,233.

    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 92,058 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,469,905.

    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).