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Orion Porfolio Solutions, LLC: FID position timeline

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

Orion Porfolio Solutions, LLC held 48,741 FID 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 48,741 shares
    Change vs previous 13F +1,184 shares

    0.01% of the 13F portfolio, value $1,045,968.

    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 47,557 shares
    Change vs previous 13F +1,463 shares

    0.01% of the 13F portfolio, value $996,082.

    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 46,094 shares
    Change vs previous 13F -3,331 shares

    0.01% of the 13F portfolio, value $947,232.

    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 49,425 shares
    Change vs previous 13F -2,680 shares

    0.01% of the 13F portfolio, value $973,673.

    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 52,105 shares
    Change vs previous 13F -17,161 shares

    0.01% of the 13F portfolio, value $1,001,456.

    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 69,266 shares
    Change vs previous 13F -2,142 shares

    0.01% of the 13F portfolio, value $1,194,834.

    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 71,408 shares
    Change vs previous 13F +2,516 shares

    0.01% of the 13F portfolio, value $1,162,514.

    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 68,892 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,209,744.

    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).