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Orion Porfolio Solutions, LLC: HOS position timeline

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

Orion Porfolio Solutions, LLC held 185,290 HOS 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 185,290 shares
    Change vs previous 13F +54,083 shares

    0.01% of the 13F portfolio, value $1,619,434.

    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 131,207 shares
    Change vs previous 13F -35,483 shares

    0.01% of the 13F portfolio, value $1,297,636.

    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 166,690 shares
    Change vs previous 13F -919 shares

    0.01% of the 13F portfolio, value $1,045,146.

    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 167,609 shares
    Change vs previous 13F +1,044 shares

    0.01% of the 13F portfolio, value $1,099,515.

    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 166,565 shares
    Change vs previous 13F +17,123 shares

    0.01% of the 13F portfolio, value $1,039,365.

    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 149,442 shares
    Change vs previous 13F +27,610 shares

    0.01% of the 13F portfolio, value $1,241,863.

    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 121,832 shares
    Change vs previous 13F +7,406 shares

    0.01% of the 13F portfolio, value $1,135,474.

    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 114,426 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,270,128.

    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).