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Orion Porfolio Solutions, LLC: F position timeline

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

Orion Porfolio Solutions, LLC held 97,880 F 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 97,880 shares
    Change vs previous 13F -7,226 shares

    0.01% of the 13F portfolio, value $1,360,540.

    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 105,106 shares
    Change vs previous 13F -35,038 shares

    0.01% of the 13F portfolio, value $1,212,925.

    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 140,144 shares
    Change vs previous 13F +520 shares

    0.01% of the 13F portfolio, value $1,838,691.

    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 139,624 shares
    Change vs previous 13F +13,414 shares

    0.01% of the 13F portfolio, value $1,669,903.

    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 126,210 shares
    Change vs previous 13F +568 shares

    0.01% of the 13F portfolio, value $1,369,382.

    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 125,642 shares
    Change vs previous 13F +24,768 shares

    0.01% of the 13F portfolio, value $1,260,193.

    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 100,874 shares
    Change vs previous 13F -1,110 shares

    0.01% of the 13F portfolio, value $998,653.

    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 101,984 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,076,955.

    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).