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Orion Porfolio Solutions, LLC: IBKR position timeline

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

Orion Porfolio Solutions, LLC held 27,425 IBKR 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 27,425 shares
    Change vs previous 13F -43,131 shares

    0.02% of the 13F portfolio, value $2,387,084.

    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 70,556 shares
    Change vs previous 13F +7,386 shares

    0.04% of the 13F portfolio, value $4,732,193.

    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 63,170 shares
    Change vs previous 13F +17,763 shares

    0.03% of the 13F portfolio, value $4,062,473.

    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 45,407 shares
    Change vs previous 13F +9,843 shares

    0.02% of the 13F portfolio, value $3,124,508.

    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 35,564 shares
    Change vs previous 13F +29,982 shares

    0.02% of the 13F portfolio, value $1,970,589.

    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 5,582 shares
    Change vs previous 13F +4,214 shares

    0.01% of the 13F portfolio, value $924,339.

    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 1,368 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $241,664.

    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).