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Orion Porfolio Solutions, LLC: IBN position timeline

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

Orion Porfolio Solutions, LLC held 135,617 IBN 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 135,617 shares
    Change vs previous 13F +8,674 shares

    0.03% of the 13F portfolio, value $3,936,957.

    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 126,943 shares
    Change vs previous 13F -18,548 shares

    0.03% of the 13F portfolio, value $3,287,814.

    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 145,491 shares
    Change vs previous 13F +4,148 shares

    0.03% of the 13F portfolio, value $4,335,632.

    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 141,343 shares
    Change vs previous 13F +6,405 shares

    0.03% of the 13F portfolio, value $4,272,777.

    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 134,938 shares
    Change vs previous 13F +29,809 shares

    0.04% of the 13F portfolio, value $4,539,289.

    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 105,129 shares
    Change vs previous 13F -13,420 shares

    0.03% of the 13F portfolio, value $3,313,643.

    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 118,549 shares
    Change vs previous 13F +2,192 shares

    0.04% of the 13F portfolio, value $3,539,851.

    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 116,357 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,473,235.

    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).