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Orion Porfolio Solutions, LLC: FDD position timeline

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

Orion Porfolio Solutions, LLC held 28,930 FDD 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 28,930 shares
    Change vs previous 13F +536 shares

    <0.01% of the 13F portfolio, value $536,646.

    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 28,394 shares
    Change vs previous 13F +807 shares

    <0.01% of the 13F portfolio, value $505,697.

    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 27,587 shares
    Change vs previous 13F -3,325 shares

    <0.01% of the 13F portfolio, value $482,773.

    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 30,912 shares
    Change vs previous 13F -1,688 shares

    <0.01% of the 13F portfolio, value $499,229.

    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 32,600 shares
    Change vs previous 13F -14,560 shares

    <0.01% of the 13F portfolio, value $506,601.

    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 47,160 shares
    Change vs previous 13F -1,911 shares

    0.01% of the 13F portfolio, value $639,967.

    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 49,071 shares
    Change vs previous 13F +2,024 shares

    0.01% of the 13F portfolio, value $552,373.

    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 47,047 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $586,208.

    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).