Skip to content
Disclosery

Orion Porfolio Solutions, LLC: FNDA position timeline

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

Orion Porfolio Solutions, LLC held 50,173 FNDA 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 50,173 shares
    Change vs previous 13F -5,105 shares

    0.01% of the 13F portfolio, value $1,909,591.

    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 55,278 shares
    Change vs previous 13F -6,637 shares

    0.02% of the 13F portfolio, value $1,792,669.

    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 61,915 shares
    Change vs previous 13F -6,740 shares

    0.01% of the 13F portfolio, value $1,950,923.

    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 68,655 shares
    Change vs previous 13F -7,148 shares

    0.02% of the 13F portfolio, value $2,139,310.

    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 75,803 shares
    Change vs previous 13F +4,617 shares

    0.02% of the 13F portfolio, value $2,171,760.

    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 71,186 shares
    Change vs previous 13F -13,526 shares

    0.02% of the 13F portfolio, value $1,949,789.

    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 84,712 shares
    Change vs previous 13F +40,861 shares

    0.03% of the 13F portfolio, value $2,515,947.

    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 43,851 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,612,223.

    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).