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Disclosery

Orion Porfolio Solutions, LLC: FOLD position timeline

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

Orion Porfolio Solutions, LLC held 0 FOLD shares at 2025-03-31 per its 13F-HR filed 2025-08-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -84,693 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 84,693 shares
    Change vs previous 13F -7,955 shares

    0.01% of the 13F portfolio, value $797,808.

    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).

  3. period ended2024-09-30
    13F 92,648 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $989,481.

    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).