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Orion Porfolio Solutions, LLC: FTCB position timeline

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

Orion Porfolio Solutions, LLC held 424,100 FTCB 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 424,100 shares
    Change vs previous 13F +26,917 shares

    0.07% of the 13F portfolio, value $8,844,604.

    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 397,183 shares
    Change vs previous 13F +16,603 shares

    0.07% of the 13F portfolio, value $8,324,951.

    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 380,580 shares
    Change vs previous 13F +87,524 shares

    0.06% of the 13F portfolio, value $8,079,717.

    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 293,056 shares
    Change vs previous 13F +8,084 shares

    0.05% of the 13F portfolio, value $6,245,024.

    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 284,972 shares
    Change vs previous 13F +45,384 shares

    0.05% of the 13F portfolio, value $6,001,503.

    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 239,588 shares
    Change vs previous 13F +54,849 shares

    0.05% of the 13F portfolio, value $5,028,956.

    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 184,739 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,814,860.

    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).