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Orion Porfolio Solutions, LLC: ICOW position timeline

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

Orion Porfolio Solutions, LLC held 155,136 ICOW 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 155,136 shares
    Change vs previous 13F +11,694 shares

    0.05% of the 13F portfolio, value $6,458,304.

    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 143,442 shares
    Change vs previous 13F -3,296 shares

    0.05% of the 13F portfolio, value $6,087,677.

    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 146,738 shares
    Change vs previous 13F +16,390 shares

    0.04% of the 13F portfolio, value $5,675,825.

    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 130,348 shares
    Change vs previous 13F +27,388 shares

    0.04% of the 13F portfolio, value $4,747,274.

    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 102,960 shares
    Change vs previous 13F +92,947 shares

    0.03% of the 13F portfolio, value $3,503,729.

    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 10,013 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314,508.

    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).