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Orion Porfolio Solutions, LLC: H position timeline

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

Orion Porfolio Solutions, LLC held 7,539 H 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 7,539 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $1,461,292.

    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 7,527 shares
    Change vs previous 13F -766 shares

    0.01% of the 13F portfolio, value $1,082,237.

    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 8,293 shares
    Change vs previous 13F -458 shares

    0.01% of the 13F portfolio, value $1,329,605.

    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 8,751 shares
    Change vs previous 13F +237 shares

    0.01% of the 13F portfolio, value $1,242,089.

    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 8,514 shares
    Change vs previous 13F +208 shares

    0.01% of the 13F portfolio, value $1,189,028.

    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 8,306 shares
    Change vs previous 13F -2,541 shares

    0.01% of the 13F portfolio, value $1,017,447.

    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 10,847 shares
    Change vs previous 13F -178 shares

    0.02% of the 13F portfolio, value $1,702,813.

    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 11,025 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,678,010.

    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).