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Orion Porfolio Solutions, LLC: DFSD position timeline

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

Orion Porfolio Solutions, LLC held 110,943 DFSD 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 110,943 shares
    Change vs previous 13F +3,375 shares

    0.04% of the 13F portfolio, value $5,297,526.

    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 107,568 shares
    Change vs previous 13F -13,738 shares

    0.04% of the 13F portfolio, value $5,150,353.

    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 121,306 shares
    Change vs previous 13F +5,691 shares

    0.04% of the 13F portfolio, value $5,816,625.

    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 115,615 shares
    Change vs previous 13F +16,530 shares

    0.04% of the 13F portfolio, value $5,571,463.

    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 99,085 shares
    Change vs previous 13F +17,608 shares

    0.04% of the 13F portfolio, value $4,757,095.

    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 81,477 shares
    Change vs previous 13F +11,763 shares

    0.04% of the 13F portfolio, value $3,871,772.

    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 69,714 shares
    Change vs previous 13F +18,850 shares

    0.03% of the 13F portfolio, value $3,268,186.

    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 50,864 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,428,243.

    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).