Orion Porfolio Solutions, LLC: HBTA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on HBTA, newest first. How the timeline and the estimate are built.
Orion Porfolio Solutions, LLC held 113,818 HBTA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 113,818 sharesChange vs previous 13F -2,893 shares
0.03% of the 13F portfolio, value $3,720,727.
13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 116,711 sharesChange vs previous 13F +2,578 shares
0.03% of the 13F portfolio, value $3,125,581.
13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 114,133 sharesChange vs previous 13F -3,538 shares
0.02% of the 13F portfolio, value $3,306,447.
13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 117,671 sharesChange vs previous 13F -7,807 shares
0.03% of the 13F portfolio, value $3,326,559.
13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 125,478 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $3,187,254.
13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).