Skip to content
Disclosery

Orion Porfolio Solutions, LLC: DOX position timeline

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

Orion Porfolio Solutions, LLC held 42,420 DOX 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 42,420 shares
    Change vs previous 13F +269 shares

    0.02% of the 13F portfolio, value $2,143,885.

    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 42,151 shares
    Change vs previous 13F +31,564 shares

    0.02% of the 13F portfolio, value $2,750,747.

    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 10,587 shares
    Change vs previous 13F -4,289 shares

    0.01% of the 13F portfolio, value $852,339.

    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 14,876 shares
    Change vs previous 13F -39,328 shares

    0.01% of the 13F portfolio, value $1,220,567.

    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 54,204 shares
    Change vs previous 13F +6,677 shares

    0.04% of the 13F portfolio, value $4,945,534.

    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 47,527 shares
    Change vs previous 13F -2,992 shares

    0.04% of the 13F portfolio, value $4,348,761.

    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 50,519 shares
    Change vs previous 13F +4,506 shares

    0.04% of the 13F portfolio, value $4,301,174.

    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 46,013 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,025,219.

    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).