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Orion Porfolio Solutions, LLC: FTDR position timeline

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

Orion Porfolio Solutions, LLC held 4,150 FTDR 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 4,150 shares
    Change vs previous 13F -234 shares

    <0.01% of the 13F portfolio, value $321,999.

    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 4,384 shares
    Change vs previous 13F -17,773 shares

    <0.01% of the 13F portfolio, value $231,738.

    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 22,157 shares
    Change vs previous 13F -4,649 shares

    0.01% of the 13F portfolio, value $1,278,214.

    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 26,806 shares
    Change vs previous 13F -505 shares

    0.01% of the 13F portfolio, value $1,803,749.

    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 27,311 shares
    Change vs previous 13F +89 shares

    0.01% of the 13F portfolio, value $1,609,710.

    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 27,222 shares
    Change vs previous 13F +22,870 shares

    0.01% of the 13F portfolio, value $1,045,869.

    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 4,352 shares
    Change vs previous 13F -799 shares

    <0.01% of the 13F portfolio, value $237,924.

    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 5,151 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $247,196.

    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).