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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

  1. period ended2026-06-30
    13F 113,818 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 116,711 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 114,133 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 117,671 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 125,478 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).