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Orion Porfolio Solutions, LLC: DOC position timeline

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

Orion Porfolio Solutions, LLC held 156,814 DOC 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 156,814 shares
    Change vs previous 13F -1,353 shares

    0.03% of the 13F portfolio, value $3,355,812.

    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 158,167 shares
    Change vs previous 13F +33,505 shares

    0.02% of the 13F portfolio, value $2,598,678.

    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 124,662 shares
    Change vs previous 13F -142,171 shares

    0.01% of the 13F portfolio, value $2,004,578.

    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 266,833 shares
    Change vs previous 13F +22,546 shares

    0.04% of the 13F portfolio, value $5,109,852.

    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 244,287 shares
    Change vs previous 13F -13,354 shares

    0.04% of the 13F portfolio, value $4,277,471.

    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 257,641 shares
    Change vs previous 13F +11,596 shares

    0.05% of the 13F portfolio, value $5,209,509.

    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 246,045 shares
    Change vs previous 13F -14,210 shares

    0.05% of the 13F portfolio, value $4,987,329.

    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 260,255 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,952,026.

    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).